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

Whitebox 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
2013
Q4 		– Sell
-43,480
Closed -$801K – 419
2013
Q3 		$801K Sell
43,480
-70,290
-62% -$1.21M 0.04% 270
2013
Q2 		$1.84M Buy
+113,770
New +$1.89M 0.1% 116

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

Whitebox Advisors's UHAL Position: Q4 2013 in Review

Whitebox Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2013, closing a stake of 43,480 shares — an estimated $801K sold.

Whitebox Advisors first reported a position in UHAL in Q2 2013 and held it in 2 quarters. The position peaked at $1.84M in Q2 2013. 173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

  • Whitebox Advisors reported no remaining U-Haul Holding Co position as of Q4 2013 after selling out during the quarter.
  • Whitebox Advisors sold 43,480 U-Haul Holding Co shares in Q4 2013, an estimated $801K.
  • Whitebox Advisors first reported a position in U-Haul Holding Co in Q2 2013 and held it in 2 quarters.
  • Whitebox Advisors's U-Haul Holding Co position peaked at $1.84M in Q2 2013.
  • 173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

Based on Whitebox Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.