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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
2015
Q2 		– Sell
-15,000
Closed -$496K – 4278
2015
Q1 		$496K Buy
+15,000
New +$464K ﹤0.01% 2121
2014
Q3 		– Sell
-10,000
Closed -$291K – 4718
2014
Q2 		$291K Buy
10,000
+8,000
+400% +$211K ﹤0.01% 3085
2014
Q1 		$46K Buy
+2,000
New +$46.3K ﹤0.01% 3663
2013
Q4 		– Sell
-10,000
Closed -$184K – 4322
2013
Q3 		$184K Hold
10,000
– – ﹤0.01% 3078
2013
Q2 		$162K Buy
+10,000
New +$166K ﹤0.01% 3196

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.