Northern Trust Company of Connecticut’s U-Haul Holding Co UHAL Stock Holding History

Northern Trust Company of Connecticut’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	$1.74M	Hold	73,000	–	–	0.01%	1147
2013 Q3	$1.34M	Hold	73,000	–	–	0.01%	1234
2013 Q2	$1.18M	Buy	+73,000	New	+$1.21M	0.01%	1228

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $984M AUM 36.03% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

Northern Trust Company of Connecticut's UHAL Position: Q4 2013 in Review

Northern Trust Company of Connecticut held its U-Haul Holding Co (UHAL) position steady in Q4 2013 at 73,000 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #1147.

Northern Trust Company of Connecticut first reported a position in UHAL in Q2 2013 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

Northern Trust Company of Connecticut held 73,000 shares of U-Haul Holding Co worth $1.74M as of Q4 2013.
Northern Trust Company of Connecticut left its U-Haul Holding Co share count unchanged in Q4 2013.
U-Haul Holding Co made up 0.01% of Northern Trust Company of Connecticut's portfolio in Q4 2013, its #1147 holding.
Northern Trust Company of Connecticut first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

Based on Northern Trust Company of Connecticut's 13F filing for Q4 2013, filed 12 Feb 2014.