TAM
UHAL icon

Tocqueville Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Tocqueville Asset 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
Q1 		– Sell
-3,830
Closed -$91K – 1399
2013
Q4 		$91K Buy
+3,830
New +$82.3K ﹤0.01% 947

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
AR
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
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
KA
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

Tocqueville Asset Management's UHAL Position: Q1 2014 in Review

Tocqueville Asset Management sold out of U-Haul Holding Co (UHAL) in Q1 2014, closing a stake of 3,830 shares — an estimated $91K sold.

Tocqueville Asset Management first reported a position in UHAL in Q4 2013 and held it in 1 quarter. The position peaked at $91K in Q4 2013. 165 funds tracked by Wall St. Rank hold UHAL as of Q1 2014.

  • Tocqueville Asset Management reported no remaining U-Haul Holding Co position as of Q1 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 3,830 U-Haul Holding Co shares in Q1 2014, an estimated $91K.
  • Tocqueville Asset Management first reported a position in U-Haul Holding Co in Q4 2013 and held it in 1 quarter.
  • Tocqueville Asset Management's U-Haul Holding Co position peaked at $91K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2014.

Based on Tocqueville Asset Management's 13F filing for Q1 2014, filed 30 Apr 2014.