WA
UHAL icon

Waverly Advisors’s U-Haul Holding Co UHAL Stock Holding History

Waverly Advisors’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
Q4 		– Sell
-290
Closed -$8K – 667
2014
Q3 		$8K Hold
290
– – ﹤0.01% 541
2014
Q2 		$8K Hold
290
– – ﹤0.01% 502
2014
Q1 		$7K Hold
290
– – ﹤0.01% 497
2013
Q4 		$7K Buy
+290
New +$6.23K ﹤0.01% 627

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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Waverly Advisors's UHAL Position: Q4 2014 in Review

Waverly Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2014, closing a stake of 290 shares — an estimated $8K sold.

Waverly Advisors first reported a position in UHAL in Q4 2013 and held it in 4 quarters. The position peaked at $8K in Q3 2014. 170 funds tracked by Wall St. Rank hold UHAL as of Q4 2014.

  • Waverly Advisors reported no remaining U-Haul Holding Co position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 290 U-Haul Holding Co shares in Q4 2014, an estimated $8K.
  • Waverly Advisors first reported a position in U-Haul Holding Co in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's U-Haul Holding Co position peaked at $8K in Q3 2014.
  • 170 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.