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UBS’s U-Haul Holding Co UHAL Stock Holding History

UBS’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
Q3 		– Sell
-3,000
Closed -$87K – 10777
2014
Q2 		$87K Sell
3,000
-1,000
-25% -$26.4K ﹤0.01% 6112
2014
Q1 		$93K Buy
4,000
+3,000
+300% +$69.4K ﹤0.01% 6075
2013
Q4 		$24K Sell
1,000
-1,000
-50% -$21.5K ﹤0.01% 7926
2013
Q3 		$37K Hold
2,000
– – ﹤0.01% 7258
2013
Q2 		$32K Buy
+2,000
New +$33.2K ﹤0.01% 7316

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

UBS's UHAL Position: Q3 2014 in Review

UBS increased its U-Haul Holding Co (UHAL) stake by 2,073% in Q3 2014, buying an estimated $946K and bringing the position to 35,850 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

UBS first reported a position in UHAL in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.57M in Q2 2013. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • UBS held 35,850 shares of U-Haul Holding Co worth $939K as of Q3 2014.
  • UBS bought 34,200 U-Haul Holding Co shares in Q3 2014, an estimated $946K.
  • U-Haul Holding Co made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3654 holding.
  • UBS first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 6 quarters since.
  • UBS's U-Haul Holding Co position peaked at $1.57M in Q2 2013.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.