Amerco (NASDAQ:UHAL)

329.60
Delayed Data
As of Jul 02
 -1.67 / -0.50%
Today’s Change
230.11
Today|||52-Week Range
337.36
+16.67%
Year-to-Date
Relative to its peers, UHAL does not have very much institutional sponsorship. The 35.12% of shares outstanding held by institutional investors is among the least of any stock in the Finance/Rental/Leasing industry.
Individual stakeholders62.03%
Other institutional19.83%
Mutual fund holders15.28%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

5/31/2015COMPASS EFFICIENT MODEL PORTFOLI...  Bought 118.00 shares of Amerco
5/29/2015CREDIT SUISSE AG  Bought 70.00 shares of Amerco
4/30/2015JCI CAPITAL LTD.  Bought 30.00 shares of Amerco

Top 10 Owners of Amerco

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dunham Trust Co.7.27%1,424,473468,651,61700.00%
Dimensional Fund Advisors LP4.84%949,883312,511,507-15,701-1.63%
The Vanguard Group, Inc.1.96%385,035126,676,515-8,060-2.05%
Bruce & Co., Inc.1.24%242,86579,902,58500.00%
Nicholas Co., Inc.1.20%235,22877,390,012+5,495+2.39%
BlackRock Fund Advisors1.18%231,58576,191,465-3,440-1.46%
Wellington Management Co. LLP1.14%223,42473,506,496+1,200+0.54%
Columbia Wanger Asset Management ...1.07%209,00068,761,000+20,000+10.58%
Advisory Research, Inc.0.98%191,89163,132,139-11,705-5.75%
James Investment Research, Inc.0.87%171,19956,324,471+89+0.05%

Top 10 Mutual Funds Holding Amerco

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
DFA US Small Cap Value Portfolio1.75%343,417112,984,193-274-0.08%
Nicholas Fund1.12%219,87372,338,217+5,500+2.57%
Bruce Fund1.02%200,00065,800,000-3,665-1.80%
Columbia Acorn Fund0.94%183,97060,526,130-6,030-3.17%
James Golden Rainbow Fund0.71%139,12045,770,48000.00%
Vanguard Small Cap Index Fund0.56%109,54036,038,660+768+0.71%
Vanguard Total Stock Market Index...0.54%106,55435,056,266-60-0.06%
DFA Tax Managed US Targeted Value...0.45%88,30229,051,35800.00%
DFA US Targeted Value Portfolio0.43%84,24627,716,93400.00%
Hartford Mid Cap Fund0.42%81,49426,811,52600.00%

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