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Spark Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Spark Investment 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
Q4 		– Sell
-71,000
Closed -$1.85M – 803
2014
Q3 		$1.85M Hold
71,000
– – 0.28% 115
2014
Q2 		$2.06M Hold
71,000
– – 0.31% 100
2014
Q1 		$1.65M Buy
71,000
+22,000
+45% +$509K 0.26% 113
2013
Q4 		$1.16M Buy
+49,000
New +$1.05M 0.2% 179

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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Spark Investment Management's UHAL Position: Q4 2014 in Review

Spark Investment Management sold out of U-Haul Holding Co (UHAL) in Q4 2014, closing a stake of 71,000 shares — an estimated $1.85M sold.

Spark Investment Management first reported a position in UHAL in Q4 2013 and held it in 4 quarters. The position peaked at $2.06M in Q2 2014. 170 funds tracked by Wall St. Rank hold UHAL as of Q4 2014.

  • Spark Investment Management reported no remaining U-Haul Holding Co position as of Q4 2014 after selling out during the quarter.
  • Spark Investment Management sold 71,000 U-Haul Holding Co shares in Q4 2014, an estimated $1.85M.
  • Spark Investment Management first reported a position in U-Haul Holding Co in Q4 2013 and held it in 4 quarters.
  • Spark Investment Management's U-Haul Holding Co position peaked at $2.06M in Q2 2014.
  • 170 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2014.

Based on Spark Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.