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V3 Capital Management’s U-Haul Holding Co UHAL Stock Holding History

V3 Capital 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
2013
Q3 		– Sell
-386,610
Closed -$6.26M – 14
2013
Q2 		$6.26M Buy
+386,610
New +$6.42M 4.54% 8

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $399M AUM 42.87% 1-Year Est. Return

V3 Capital Management's UHAL Position: Q3 2013 in Review

V3 Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2013, closing a stake of 386,610 shares — an estimated $6.26M sold.

V3 Capital Management first reported a position in UHAL in Q2 2013 and held it in 1 quarter. The position peaked at $6.26M in Q2 2013. 159 funds tracked by Wall St. Rank hold UHAL as of Q3 2013.

  • V3 Capital Management reported no remaining U-Haul Holding Co position as of Q3 2013 after selling out during the quarter.
  • V3 Capital Management sold 386,610 U-Haul Holding Co shares in Q3 2013, an estimated $6.26M.
  • V3 Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 1 quarter.
  • V3 Capital Management's U-Haul Holding Co position peaked at $6.26M in Q2 2013.
  • 159 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2013.

Based on V3 Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.