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Spot Trading’s U-Haul Holding Co UHAL Stock Holding History

Spot Trading’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
-6,160
Closed -$163K – 4838
2014
Q1 		$143K Buy
6,160
+4,160
+208% +$96.2K ﹤0.01% 3303
2013
Q4 		$48K Sell
2,000
-131,660
-99% -$2.83M ﹤0.01% 3506
2013
Q3 		$2.46M Buy
133,660
+9,430
+8% +$163K 0.02% 1225
2013
Q2 		$2.01M Buy
+124,230
New +$2.06M 0.01% 1368

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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spot Trading's UHAL Position: Q2 2014 in Review

Spot Trading sold out of U-Haul Holding Co (UHAL) in Q2 2014, closing a stake of 6,160 shares — an estimated $163K sold.

Spot Trading first reported a position in UHAL in Q2 2013 and held it in 4 quarters. The position peaked at $2.46M in Q3 2013. 166 funds tracked by Wall St. Rank hold UHAL as of Q2 2014.

  • Spot Trading reported no remaining U-Haul Holding Co position as of Q2 2014 after selling out during the quarter.
  • Spot Trading sold 6,160 U-Haul Holding Co shares in Q2 2014, an estimated $163K.
  • Spot Trading first reported a position in U-Haul Holding Co in Q2 2013 and held it in 4 quarters.
  • Spot Trading's U-Haul Holding Co position peaked at $2.46M in Q3 2013.
  • 166 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2014.

Based on Spot Trading's 13F filing for Q2 2014, filed 12 Aug 2014.