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

Oskie 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
-252,990
Closed -$5.87M – 38
2014
Q1 		$5.87M Sell
252,990
-15,230
-6% -$352K 1.69% 25
2013
Q4 		$6.38M Sell
268,220
-97,780
-27% -$2.1M 2.86% 16
2013
Q3 		$6.74M Buy
366,000
+10,000
+3% +$173K 2.69% 13
2013
Q2 		$5.76M Buy
+356,000
New +$5.91M 1.76% 14

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Oskie Capital Management's UHAL Position: Q2 2014 in Review

Oskie Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2014, closing a stake of 252,990 shares — an estimated $5.87M sold.

Oskie Capital Management first reported a position in UHAL in Q2 2013 and held it in 4 quarters. The position peaked at $6.74M in Q3 2013. 166 funds tracked by Wall St. Rank hold UHAL as of Q2 2014.

  • Oskie Capital Management reported no remaining U-Haul Holding Co position as of Q2 2014 after selling out during the quarter.
  • Oskie Capital Management sold 252,990 U-Haul Holding Co shares in Q2 2014, an estimated $5.87M.
  • Oskie Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 4 quarters.
  • Oskie Capital Management's U-Haul Holding Co position peaked at $6.74M in Q3 2013.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2014.

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