TFS Capital’s U-Haul Holding Co UHAL Stock Holding History

TFS Capital’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 Q1	–	Sell	-11,020	Closed	-$262K	–	1583
2013 Q4	$262K	Buy	+11,020	New	+$237K	0.01%	1159

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

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

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

Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

TFS Capital's UHAL Position: Q1 2014 in Review

TFS Capital sold out of U-Haul Holding Co (UHAL) in Q1 2014, closing a stake of 11,020 shares — an estimated $262K sold.

TFS Capital first reported a position in UHAL in Q4 2013 and held it in 1 quarter. The position peaked at $262K in Q4 2013. 165 funds tracked by Wall St. Rank hold UHAL as of Q1 2014.

TFS Capital reported no remaining U-Haul Holding Co position as of Q1 2014 after selling out during the quarter.
TFS Capital sold 11,020 U-Haul Holding Co shares in Q1 2014, an estimated $262K.
TFS Capital first reported a position in U-Haul Holding Co in Q4 2013 and held it in 1 quarter.
TFS Capital's U-Haul Holding Co position peaked at $262K in Q4 2013.
165 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2014.

Based on TFS Capital's 13F filing for Q1 2014, filed 5 May 2014.