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

Moab Capital 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
2013
Q4 		– Sell
-205,160
Closed -$3.78M – 31
2013
Q3 		$3.78M Sell
205,160
-67,690
-25% -$1.17M 2.24% 16
2013
Q2 		$4.42M Buy
+272,850
New +$4.53M 2.65% 12

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

Moab Capital Partners's UHAL Position: Q4 2013 in Review

Moab Capital Partners sold out of U-Haul Holding Co (UHAL) in Q4 2013, closing a stake of 205,160 shares — an estimated $3.78M sold.

Moab Capital Partners first reported a position in UHAL in Q2 2013 and held it in 2 quarters. The position peaked at $4.42M in Q2 2013. 173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

  • Moab Capital Partners reported no remaining U-Haul Holding Co position as of Q4 2013 after selling out during the quarter.
  • Moab Capital Partners sold 205,160 U-Haul Holding Co shares in Q4 2013, an estimated $3.78M.
  • Moab Capital Partners first reported a position in U-Haul Holding Co in Q2 2013 and held it in 2 quarters.
  • Moab Capital Partners's U-Haul Holding Co position peaked at $4.42M in Q2 2013.
  • 173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

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