TI
UHAL icon

Turner Investments’s U-Haul Holding Co UHAL Stock Holding History

Turner Investments’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
-100
Closed -$3K – 383
2015
Q1 		$3K Hold
100
– – ﹤0.01% 394
2014
Q4 		$3K Sell
100
-4,780
-98% -$130K ﹤0.01% 477
2014
Q3 		$128K Buy
+4,880
New +$135K 0.01% 492

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

Turner Investments's UHAL Position: Q2 2015 in Review

Turner Investments sold out of U-Haul Holding Co (UHAL) in Q2 2015, closing a stake of 100 shares — an estimated $3K sold.

Turner Investments first reported a position in UHAL in Q3 2014 and held it in 3 quarters. The position peaked at $128K in Q3 2014. 167 funds tracked by Wall St. Rank hold UHAL as of Q2 2015.

  • Turner Investments reported no remaining U-Haul Holding Co position as of Q2 2015 after selling out during the quarter.
  • Turner Investments sold 100 U-Haul Holding Co shares in Q2 2015, an estimated $3K.
  • Turner Investments first reported a position in U-Haul Holding Co in Q3 2014 and held it in 3 quarters.
  • Turner Investments's U-Haul Holding Co position peaked at $128K in Q3 2014.
  • 167 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2015.

Based on Turner Investments's 13F filing for Q2 2015, filed 12 Aug 2015.