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

ISZO Capital’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
2013
Q4 		$8.65M Buy
+373,170
New +$8.02M 6.4% 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
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

ISZO Capital's UHAL Position: Q4 2013 in Review

ISZO Capital opened a new position in U-Haul Holding Co (UHAL) in Q4 2013: 373,170 shares worth $8.65M. The stake represents 6.4% of the portfolio and ranks #2 among its holdings.

173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

  • ISZO Capital held 373,170 shares of U-Haul Holding Co worth $8.65M as of Q4 2013.
  • U-Haul Holding Co was a new ISZO Capital position in Q4 2013.
  • U-Haul Holding Co made up 6.4% of ISZO Capital's portfolio in Q4 2013, its #2 holding.
  • 173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

Based on ISZO Capital's 13F filing for Q4 2013, filed 14 Feb 2014.