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ISZO Capital Management’s U-Haul Holding Co UHAL Stock Holding History

ISZO Capital Management’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
2016
Q1 		– Sell
-430,740
Closed -$16.8M – 9
2015
Q4 		$16.8M Buy
430,740
+28,500
+7% +$1.15M 11.25% 2
2015
Q3 		$15.8M Buy
402,240
+22,000
+6% +$800K 8.98% 3
2015
Q2 		$12.4M Buy
380,240
+18,010
+5% +$589K 6.43% 3
2015
Q1 		$12M Hold
362,230
– – 5.85% 4
2014
Q4 		$10.3M Sell
362,230
-138,900
-28% -$3.76M 4.8% 3
2014
Q3 		$13.1M Buy
501,130
+13,270
+3% +$367K 6.66% 2
2014
Q2 		$14.2M Buy
487,860
+113,000
+30% +$2.99M 7.35% 2
2014
Q1 		$8.7M Buy
+374,860
New +$8.67M 5.24% 2

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

ISZO Capital Management's UHAL Position: Q1 2016 in Review

ISZO Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2016, closing a stake of 430,740 shares — an estimated $16.8M sold.

ISZO Capital Management first reported a position in UHAL in Q1 2014 and held it in 8 quarters. The position peaked at $16.8M in Q4 2015. 240 funds tracked by Wall St. Rank hold UHAL as of Q1 2016.

  • ISZO Capital Management reported no remaining U-Haul Holding Co position as of Q1 2016 after selling out during the quarter.
  • ISZO Capital Management sold 430,740 U-Haul Holding Co shares in Q1 2016, an estimated $16.8M.
  • ISZO Capital Management first reported a position in U-Haul Holding Co in Q1 2014 and held it in 8 quarters.
  • ISZO Capital Management's U-Haul Holding Co position peaked at $16.8M in Q4 2015.
  • 240 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2016.

Based on ISZO Capital Management's 13F filing for Q1 2016, filed 16 May 2016.