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Weiss Multi-Strategy Advisers’s U-Haul Holding Co UHAL Stock Holding History

Weiss Multi-Strategy Advisers’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
Q4 		– Sell
-22,500
Closed -$414K – 1115
2013
Q3 		$414K Buy
22,500
+4,900
+28% +$84.6K 0.01% 611
2013
Q2 		$285K Buy
+17,600
New +$292K 0.01% 611

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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

Weiss Multi-Strategy Advisers's UHAL Position: Q4 2013 in Review

Weiss Multi-Strategy Advisers sold out of U-Haul Holding Co (UHAL) in Q4 2013, closing a stake of 22,500 shares — an estimated $414K sold.

Weiss Multi-Strategy Advisers first reported a position in UHAL in Q2 2013 and held it in 2 quarters. The position peaked at $414K in Q3 2013. 173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

  • Weiss Multi-Strategy Advisers reported no remaining U-Haul Holding Co position as of Q4 2013 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 22,500 U-Haul Holding Co shares in Q4 2013, an estimated $414K.
  • Weiss Multi-Strategy Advisers first reported a position in U-Haul Holding Co in Q2 2013 and held it in 2 quarters.
  • Weiss Multi-Strategy Advisers's U-Haul Holding Co position peaked at $414K in Q3 2013.
  • 173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2013, filed 14 Feb 2014.