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

Nine Chapters 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
2014 Q2	–	Sell	-47,000	Closed	-$1.09M	–	1131
2014 Q1	$1.09M	Sell	47,000 -17,000	-27%	-$393K	0.13%	236
2013 Q4	$1.52M	Sell	64,000 -17,000	-21%	-$365K	0.15%	204
2013 Q3	$1.49M	Buy	81,000 +21,000	+35%	+$363K	0.17%	178
2013 Q2	$971K	Buy	+60,000	New	+$997K	0.17%	186

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

CWAM

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

Nine Chapters Capital Management's UHAL Position: Q2 2014 in Review

Nine Chapters Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2014, closing a stake of 47,000 shares — an estimated $1.09M sold.

Nine Chapters Capital Management first reported a position in UHAL in Q2 2013 and held it in 4 quarters. The position peaked at $1.52M in Q4 2013. 166 funds tracked by Wall St. Rank hold UHAL as of Q2 2014.

Nine Chapters Capital Management reported no remaining U-Haul Holding Co position as of Q2 2014 after selling out during the quarter.
Nine Chapters Capital Management sold 47,000 U-Haul Holding Co shares in Q2 2014, an estimated $1.09M.
Nine Chapters Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 4 quarters.
Nine Chapters Capital Management's U-Haul Holding Co position peaked at $1.52M in Q4 2013.
166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2014.

Based on Nine Chapters Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.