Independence Capital Asset Partners’s U-Haul Holding Co UHAL Stock Holding History

Independence Capital Asset Partners’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$424K	Sell	10,880 -120,310	-92%	-$4.86M	4.56%	1
2015 Q3	$5.16M	Buy	131,190 +13,440	+11%	+$488K	7.22%	1
2015 Q2	$3.85M	Buy	117,750 +43,530	+59%	+$1.42M	5.97%	1
2015 Q1	$2.45M	Buy	74,220 +6,580	+10%	+$203K	0.38%	47
2014 Q4	$1.92M	Buy	67,640 +10,000	+17%	+$271K	0.27%	54
2014 Q3	$1.51M	Sell	57,640 -6,000	-9%	-$166K	0.21%	52
2014 Q2	$1.85M	Buy	63,640 +15,200	+31%	+$402K	0.25%	48
2014 Q1	$1.12M	Buy	48,440 +13,440	+38%	+$311K	0.19%	61
2013 Q4	$832K	Buy	+35,000	New	+$752K	0.13%	68

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

Independence Capital Asset Partners's UHAL Position: Q4 2015 in Review

Independence Capital Asset Partners reduced its U-Haul Holding Co (UHAL) stake by 92% in Q4 2015, selling an estimated $4.86M and leaving 10,880 shares worth $424K. The position accounts for 4.56% of the portfolio, ranked #1.

Independence Capital Asset Partners first reported a position in UHAL in Q4 2013 and has held it in 9 quarters since. The position peaked at $5.16M in Q3 2015. 238 funds tracked by Wall St. Rank hold UHAL as of Q4 2015.

Independence Capital Asset Partners held 10,880 shares of U-Haul Holding Co worth $424K as of Q4 2015.
Independence Capital Asset Partners sold 120,310 U-Haul Holding Co shares in Q4 2015, an estimated $4.86M.
U-Haul Holding Co made up 4.56% of Independence Capital Asset Partners's portfolio in Q4 2015, its #1 holding.
Independence Capital Asset Partners first reported a position in U-Haul Holding Co in Q4 2013 and has held it in 9 quarters since.
Independence Capital Asset Partners's U-Haul Holding Co position peaked at $5.16M in Q3 2015.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2015.

Based on Independence Capital Asset Partners's 13F filing for Q4 2015, filed 5 Feb 2016.