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ProVise Management Group’s U-Haul Holding Co UHAL Stock Holding History

ProVise Management Group’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
Q3 		– Sell
-15,700
Closed -$254K – 337
2013
Q2 		$254K Buy
+15,700
New +$261K 0.08% 264

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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

ProVise Management Group's UHAL Position: Q3 2013 in Review

ProVise Management Group sold out of U-Haul Holding Co (UHAL) in Q3 2013, closing a stake of 15,700 shares — an estimated $254K sold.

ProVise Management Group first reported a position in UHAL in Q2 2013 and held it in 1 quarter. The position peaked at $254K in Q2 2013. 159 funds tracked by Wall St. Rank hold UHAL as of Q3 2013.

  • ProVise Management Group reported no remaining U-Haul Holding Co position as of Q3 2013 after selling out during the quarter.
  • ProVise Management Group sold 15,700 U-Haul Holding Co shares in Q3 2013, an estimated $254K.
  • ProVise Management Group first reported a position in U-Haul Holding Co in Q2 2013 and held it in 1 quarter.
  • ProVise Management Group's U-Haul Holding Co position peaked at $254K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2013.

Based on ProVise Management Group's 13F filing for Q3 2013, filed 12 Nov 2013.