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Westchester Capital Management (New York)’s U-Haul Holding Co UHAL Stock Holding History

Westchester Capital Management (New York)’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
-135,000
Closed -$3.21M – 160
2013
Q4 		$3.21M Buy
+135,000
New +$2.9M 0.05% 125

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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 $984M AUM 36.03% 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

Westchester Capital Management (New York)'s UHAL Position: Q1 2014 in Review

Westchester Capital Management (New York) sold out of U-Haul Holding Co (UHAL) in Q1 2014, closing a stake of 135,000 shares — an estimated $3.21M sold.

Westchester Capital Management (New York) first reported a position in UHAL in Q4 2013 and held it in 1 quarter. The position peaked at $3.21M in Q4 2013. 165 funds tracked by Wall St. Rank hold UHAL as of Q1 2014.

  • Westchester Capital Management (New York) reported no remaining U-Haul Holding Co position as of Q1 2014 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 135,000 U-Haul Holding Co shares in Q1 2014, an estimated $3.21M.
  • Westchester Capital Management (New York) first reported a position in U-Haul Holding Co in Q4 2013 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s U-Haul Holding Co position peaked at $3.21M in Q4 2013.
  • 165 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2014.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2014, filed 15 May 2014.