Itau USA Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Itau USA Asset 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
2015 Q1	–	Sell	-5,500	Closed	-$156K	–	57
2014 Q4	$156K	Sell	5,500 -500	-8%	-$13.6K	0.04%	39
2014 Q3	$157K	Sell	6,000 -3,000	-33%	-$82.9K	0.03%	90
2014 Q2	$262K	Hold	9,000	–	–	0.07%	74
2014 Q1	$209K	Sell	9,000 -12,000	-57%	-$278K	0.07%	83
2013 Q4	$499K	Hold	21,000	–	–	0.13%	77
2013 Q3	$387K	Buy	21,000 +14,000	+200%	+$242K	0.1%	84
2013 Q2	$113K	Buy	+7,000	New	+$116K	0.03%	114

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CWAM

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

BIT

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Itau USA Asset Management's UHAL Position: Q1 2015 in Review

Itau USA Asset Management sold out of U-Haul Holding Co (UHAL) in Q1 2015, closing a stake of 5,500 shares — an estimated $156K sold.

Itau USA Asset Management first reported a position in UHAL in Q2 2013 and held it in 7 quarters. The position peaked at $499K in Q4 2013. 166 funds tracked by Wall St. Rank hold UHAL as of Q1 2015.

Itau USA Asset Management reported no remaining U-Haul Holding Co position as of Q1 2015 after selling out during the quarter.
Itau USA Asset Management sold 5,500 U-Haul Holding Co shares in Q1 2015, an estimated $156K.
Itau USA Asset Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 7 quarters.
Itau USA Asset Management's U-Haul Holding Co position peaked at $499K in Q4 2013.
166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2015.

Based on Itau USA Asset Management's 13F filing for Q1 2015, filed 14 May 2015.