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Jupiter Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Jupiter Investment 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
2013
Q4 		– Sell
-1,150
Closed -$21K – 407
2013
Q3 		$21K Buy
+1,150
New +$19.9K ﹤0.01% 271

Other funds holding UHAL

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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

Jupiter Investment Management's UHAL Position: Q4 2013 in Review

Jupiter Investment Management sold out of U-Haul Holding Co (UHAL) in Q4 2013, closing a stake of 1,150 shares — an estimated $21K sold.

Jupiter Investment Management first reported a position in UHAL in Q3 2013 and held it in 1 quarter. The position peaked at $21K in Q3 2013. 173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

  • Jupiter Investment Management reported no remaining U-Haul Holding Co position as of Q4 2013 after selling out during the quarter.
  • Jupiter Investment Management sold 1,150 U-Haul Holding Co shares in Q4 2013, an estimated $21K.
  • Jupiter Investment Management first reported a position in U-Haul Holding Co in Q3 2013 and held it in 1 quarter.
  • Jupiter Investment Management's U-Haul Holding Co position peaked at $21K in Q3 2013.
  • 173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

Based on Jupiter Investment Management's 13F filing for Q4 2013, filed 10 Jan 2014.