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

Wedge 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
2014
Q1 		– Sell
-8,500
Closed -$202K – 521
2013
Q4 		$202K Buy
+8,500
New +$183K ﹤0.01% 483

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

Wedge Capital Management's UHAL Position: Q1 2014 in Review

Wedge Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2014, closing a stake of 8,500 shares — an estimated $202K sold.

Wedge Capital Management first reported a position in UHAL in Q4 2013 and held it in 1 quarter. The position peaked at $202K in Q4 2013. 165 funds tracked by Wall St. Rank hold UHAL as of Q1 2014.

  • Wedge Capital Management reported no remaining U-Haul Holding Co position as of Q1 2014 after selling out during the quarter.
  • Wedge Capital Management sold 8,500 U-Haul Holding Co shares in Q1 2014, an estimated $202K.
  • Wedge Capital Management first reported a position in U-Haul Holding Co in Q4 2013 and held it in 1 quarter.
  • Wedge Capital Management's U-Haul Holding Co position peaked at $202K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2014.

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