| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | N-Q | Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund | Small-Cap Core | | Sold All | -25,628 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Amerco Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 1,605 | Sold Some | -44 | -2.66 % | $83,460 | $80,972 | $-2,488 | -2.98 % | $68 | | | | | | News Article | History of Amvescap Plc Ownership Of Amerco Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | | Sold All | -19,960 | -100 % | | | | -2.98 % | $30,938 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Amerco Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 462 | Sold Some | -63 | -12.00 % | $24,024 | $23,308 | $-716 | -2.98 % | $98 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Black River Asset Management Llc | Institution | 1,456 | New Holding | 1,456 | 100 % | $75,858 | $73,455 | $-2,402 | -3.16 % | $-2,402 | | | | | | News Article | History of Black River Asset Management Llc Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Broadmark Asset Management Llc | Institution | 9,250 | No Change | 0 | 0 % | $481,925 | $466,663 | $-15,263 | -3.16 % | $0 | | | | | | News Article | History of Broadmark Asset Management Llc Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Brown Investment Advisory And Trust Co | Institution | 5,722 | New Holding | 5,722 | 100 % | $298,116 | $288,675 | $-9,441 | -3.16 % | $-9,441 | | | | | | News Article | History of Brown Investment Advisory And Trust Co Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bruce And Co Inc | Institution | 163,750 | No Change | 0 | 0 % | $8,531,375 | $8,261,188 | $-270,188 | -3.16 % | $0 | | | | | | News Article | History of Bruce And Co Inc Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | | Sold All | -2,640 | -100 % | | | | -3.16 % | $4,356 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 5,015 | New Holding | 5,015 | 100 % | $261,282 | $253,007 | $-8,275 | -3.16 % | $-8,275 | | | | | | News Article | History of Morgan Stanley Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | | Sold All | -15,000 | -100 % | | | | -3.16 % | $24,750 | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 253,289 | Added More | 87,215 | 52.51 % | $13,196,357 | $12,778,430 | $-417,927 | -3.16 % | $-143,905 | | | | | | News Article | History of Northern Trust Corp Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 200 | Sold Some | -43,968 | -99.54 % | $10,420 | $10,090 | $-330 | -3.16 % | $72,547 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Rafferty Asset Management Llc | Institution | 5,933 | Sold Some | -2,859 | -32.51 % | $309,109 | $299,320 | $-9,789 | -3.16 % | $4,717 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Amerco Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 634 | No Change | 0 | 0 % | $33,031 | $31,985 | $-1,046 | -3.16 % | $0 | | | | | | News Article | History of Us Bancorp De Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Advisory Research Inc | Institution | 461,597 | Added More | 15,069 | 3.37 % | $24,196,915 | $23,287,569 | $-909,346 | -3.75 % | $-29,686 | | | | | | News Article | History of Advisory Research Inc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 78,270 | No Change | 0 | 0 % | $4,102,913 | $3,948,722 | $-154,192 | -3.75 % | $0 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 184,305 | Added More | 4,640 | 2.58 % | $9,661,268 | $9,298,187 | $-363,081 | -3.75 % | $-9,141 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Aston Asset Management Llc | Institution | 184,305 | Added More | 177,630 | 2661.12 % | $9,661,268 | $9,298,187 | $-363,081 | -3.75 % | $-349,931 | | | | | | News Article | History of Aston Asset Management Llc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 23,241 | Sold Some | -3,879 | -14.30 % | $1,218,293 | $1,172,508 | $-45,785 | -3.75 % | $7,642 | | | | | | News Article | History of Axa Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 8,723 | Sold Some | -6,059 | -40.98 % | $457,260 | $440,075 | $-17,184 | -3.75 % | $11,936 | | | | | | News Article | History of Barclays Plc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Brandywine Asset Management Llc | Institution | 63,035 | Sold Some | -1,600 | -2.47 % | $3,304,295 | $3,180,116 | $-124,179 | -3.75 % | $3,152 | | | | | | News Article | History of Brandywine Asset Management Llc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | First Mercantile Trust Co | Institution | | Sold All | -2,300 | -100 % | | | | -3.75 % | $4,531 | | | | | | News Article | History of First Mercantile Trust Co Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 422 | Sold Some | -8,782 | -95.41 % | $22,121 | $21,290 | $-831 | -3.75 % | $17,301 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 15,715 | Added More | 876 | 5.90 % | $823,780 | $792,822 | $-30,959 | -3.75 % | $-1,726 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 48,575 | Added More | 1,323 | 2.79 % | $2,546,302 | $2,450,609 | $-95,693 | -3.75 % | $-2,606 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Managed Account Advisors Llc | Institution | 348 | Added More | 332 | 2075.00 % | $18,242 | $17,557 | $-686 | -3.75 % | $-654 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | 32 | New Holding | 32 | 100 % | $1,677 | $1,614 | $-63 | -3.75 % | $-63 | | | | | | News Article | History of Rbc Capital Markets Arbitrage S A Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 1,540 | New Holding | 1,540 | 100 % | $80,727 | $77,693 | $-3,034 | -3.75 % | $-3,034 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | 43,166 | Sold Some | -15,400 | -26.29 % | $2,262,762 | $2,177,725 | $-85,037 | -3.75 % | $30,338 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 16,544 | Sold Some | -103 | -0.61 % | $867,236 | $834,645 | $-32,592 | -3.75 % | $203 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Amerco Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 269,233 | Added More | 5,104 | 1.93 % | $14,113,194 | $13,582,805 | $-530,389 | -3.75 % | $-10,055 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 73,795 | Sold Some | -1,693 | -2.24 % | $3,925,894 | $3,722,958 | $-202,936 | -5.16 % | $4,656 | | | | | | News Article | History of Bank Of America Corp Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 405,248 | Added More | 26,850 | 7.09 % | $21,559,194 | $20,444,762 | $-1,114,432 | -5.16 % | $-73,838 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 3,480 | Added More | 580 | 20.00 % | $185,136 | $175,566 | $-9,570 | -5.16 % | $-1,595 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Keeley Asset Management Corp | Institution | | Sold All | -642,310 | -100 % | | | | -5.16 % | $1,766,353 | | | | | | News Article | History of Keeley Asset Management Corp Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 4,434 | Sold Some | -661 | -12.97 % | $235,889 | $223,695 | $-12,194 | -5.16 % | $1,818 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 9,194 | Added More | 908 | 10.95 % | $489,121 | $463,837 | $-25,284 | -5.16 % | $-2,497 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 306 | Added More | 10 | 3.37 % | $16,279 | $15,438 | $-842 | -5.16 % | $-28 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 396 | Added More | 160 | 67.79 % | $21,067 | $19,978 | $-1,089 | -5.16 % | $-440 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -477 | -100 % | | | | -5.16 % | $1,312 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Amerco Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Voyageur Asset Management Inc | Institution | | Sold All | -2 | -100 % | | | | -5.16 % | $6 | | | | | | News Article | History of Voyageur Asset Management Inc Ownership Of Amerco Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 16,784 | Sold Some | -129 | -0.76 % | $879,482 | $846,753 | $-32,729 | -3.72 % | $252 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Amerco Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Tesseract Capital Llc | No Data | 100 | Sold Some | -1,264 | -92.66 % | $5,240 | $5,045 | $-195 | -3.72 % | $2,465 | | | | | | News Article | History of Tesseract Capital Llc Ownership Of Amerco Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | | Sold All | -76 | -100 % | | | | -3.72 % | $148 | | | | | | News Article | History of Ubs Ag Ownership Of Amerco Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | 560 | Sold Some | -16,463 | -96.71 % | $27,076 | $28,252 | $1,176 | 4.34 % | $-34,572 | | | | | | News Article | History of Federated Investors Inc Ownership Of Amerco Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | General Motors Investment Management Corp | Institution | 9,260 | No Change | 0 | 0 % | $447,721 | $467,167 | $19,446 | 4.34 % | $0 | | | | | | News Article | History of General Motors Investment Management Corp Ownership Of Amerco Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR/A | Baird Robert W And Co Inc | Institution | 7,123 | Sold Some | -375 | -5.00 % | $328,157 | $359,355 | $31,199 | 9.50 % | $-1,643 | | | | | | News Article | History of Baird Robert W And Co Inc Ownership Of Amerco Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 9,331 | No Change | 0 | 0 % | $429,879 | $470,749 | $40,870 | 9.50 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Amerco Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 253 | Sold Some | -14,981 | -98.33 % | $11,656 | $12,764 | $1,108 | 9.50 % | $-65,617 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Amerco Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 11,824 | No Change | 0 | 0 % | $544,732 | $596,521 | $51,789 | 9.50 % | $0 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Amerco Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 7,819 | No Change | 0 | 0 % | $360,221 | $394,469 | $34,247 | 9.50 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Amerco Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 59,961 | Sold Some | -1,300 | -2.12 % | $2,762,403 | $3,025,032 | $262,629 | 9.50 % | $-5,694 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Amerco Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 3,100 | No Change | 0 | 0 % | $142,817 | $156,395 | $13,578 | 9.50 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Amerco Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Wcm Investment Management | Institution | 94,283 | Sold Some | -5,409 | -5.42 % | $4,101,311 | $4,756,577 | $655,267 | 15.97 % | $-37,593 | | | | | | News Article | History of Wcm Investment Management Ownership Of Amerco Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 5,000 | New Holding | 5,000 | 100 % | $210,100 | $252,250 | $42,150 | 20.06 % | $42,150 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Amerco Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 806 | No Compare | | | $34,070 | $40,663 | $6,593 | 19.35 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Amerco Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 1,051,120 | Added More | 1,502 | 0.14 % | $44,945,891 | $53,029,004 | $8,083,113 | 17.98 % | $11,550 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Amerco Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Forum Funds - Brown Advisory Small-Cap Fundamental Value Fund | No Data | 4,875 | Added More | 790 | 19.33 % | $208,455 | $245,944 | $37,489 | 17.98 % | $6,075 | | | | | | News Article | History of Forum Funds - Brown Advisory Small-Cap Fundamental Value Fund Ownership Of Amerco Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Unified Series Trust - Symons Small Cap Institutional Fund | No Data | 490 | Added More | 60 | 13.95 % | $20,952 | $24,721 | $3,768 | 17.98 % | $461 | | | | | | News Article | History of Unified Series Trust - Symons Small Cap Institutional Fund Ownership Of Amerco Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | 2,500 | Sold Some | -400 | -13.79 % | $106,900 | $126,125 | $19,225 | 17.98 % | $-3,076 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Amerco Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 7,239 | New Holding | 7,239 | 100 % | $309,540 | $365,208 | $55,668 | 17.98 % | $55,668 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Amerco Inc |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 78,270 | Sold Some | -3,510 | -4.29 % | $3,559,720 | $3,948,722 | $389,002 | 10.92 % | $-17,445 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Amerco Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 4,165 | No Change | 0 | 0 % | $199,753 | $210,124 | $10,371 | 5.19 % | $0 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Amerco Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -2,947 | -100 % | | | | 5.19 % | $-7,338 | | | | | | News Article | History of Blackrock Inc Ownership Of Amerco Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 25,788 | Added More | 5,072 | 24.48 % | $1,236,792 | $1,301,005 | $64,212 | 5.19 % | $12,629 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Amerco Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 48,426 | Added More | 8,784 | 22.15 % | $2,271,664 | $2,443,092 | $171,428 | 7.54 % | $31,095 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Amerco Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | River Road Asset Management Llc | Institution | 570,358 | Added More | 10,935 | 1.95 % | $26,755,494 | $28,774,561 | $2,019,067 | 7.54 % | $38,710 | | | | | | News Article | History of River Road Asset Management Llc Ownership Of Amerco Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 13,619 | Added More | 3,034 | 28.66 % | $638,867 | $687,079 | $48,211 | 7.54 % | $10,740 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Amerco Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 32,800 | No Change | 0 | 0 % | $1,549,144 | $1,654,760 | $105,616 | 6.81 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Amerco Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 10,908 | No Change | 0 | 0 % | $520,857 | $550,309 | $29,452 | 5.65 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Amerco Inc |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 21,520 | Added More | 780 | 3.76 % | $974,426 | $1,085,684 | $111,258 | 11.41 % | $4,033 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Amerco Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Small Value Index Fund | Small-Cap Value | 2,227 | Added More | 12 | 0.54 % | $104,914 | $112,352 | $7,438 | 7.08 % | $40 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Small Value Index Fund Ownership Of Amerco Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 90 | No Change | 0 | 0 % | $4,240 | $4,541 | $301 | 7.08 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Amerco Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Main Street Fund | Small-Cap Core | | Sold All | -200 | -100 % | | | | 4.12 % | $-400 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Main Street Fund Ownership Of Amerco Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund | Small-Cap Core | | Sold All | -670 | -100 % | | | | 4.12 % | $-1,340 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund Ownership Of Amerco Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund | Small-Cap Core | | Sold All | -1,200 | -100 % | | | | 4.12 % | $-2,400 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund Ownership Of Amerco Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Fundamental Us Large Company Index Fund | Large-Cap Core | 1,820 | No Change | 0 | 0 % | $88,179 | $91,819 | $3,640 | 4.12 % | $0 | | | | | | News Article | History of Schwab Capital Trust - Schwab Fundamental Us Large Company Index Fund Ownership Of Amerco Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Aston Funds - Astontamro Small Cap Fund | Small-Cap Core | 126,310 | Added More | 2,500 | 2.01 % | $5,939,096 | $6,372,340 | $433,243 | 7.29 % | $8,575 | | | | | | News Article | History of Aston Funds - Astontamro Small Cap Fund Ownership Of Amerco Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds - Nationwide Large Cap Value Fund | Large-Cap Value | | Sold All | -2,300 | -100 % | | | | 7.61 % | $-8,211 | | | | | | News Article | History of Nationwide Mutual Funds - Nationwide Large Cap Value Fund Ownership Of Amerco Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 378,398 | Sold Some | -25,272 | -6.26 % | $17,084,670 | $19,090,179 | $2,005,509 | 11.73 % | $-133,942 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Amerco Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Bruce Fund Inc - Bruce Fund | Flexible Portfolio | 122,500 | New Holding | 122,500 | 100 % | $5,584,775 | $6,180,125 | $595,350 | 10.66 % | $595,350 | | | | | | News Article | History of Bruce Fund Inc - Bruce Fund Ownership Of Amerco Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund | Small-Cap Value | 400 | Sold Some | -2,700 | -87.09 % | $18,236 | $20,180 | $1,944 | 10.66 % | $-13,122 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund Ownership Of Amerco Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | | Sold All | -564 | -100 % | | | | 10.66 % | $-2,741 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Amerco Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund | Small-Cap Core | 1,170 | Added More | 70 | 6.36 % | $53,340 | $59,027 | $5,686 | 10.66 % | $340 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Amerco Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii - Mml Small Cap Equity Fund | Small-Cap Core | 1,280 | Added More | 650 | 103.17 % | $57,126 | $64,576 | $7,450 | 13.04 % | $3,783 | | | | | | News Article | History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Amerco Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 1,649 | Sold Some | -2,017 | -55.01 % | $71,880 | $83,192 | $11,312 | 15.73 % | $-13,837 | | | | | | News Article | History of Amvescap Plc Ownership Of Amerco Inc |
| 2009-08-31 | 2009-06-30 | N-Q/A | Assetmark Funds - Assetmark Large Cap Value Fund | Multi-Cap Value | 7,720 | New Holding | 7,720 | 100 % | $351,260 | $389,474 | $38,214 | 10.87 % | $38,214 | | | | | | News Article | History of Assetmark Funds - Assetmark Large Cap Value Fund Ownership Of Amerco Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 107,746 | Sold Some | -8,363 | -7.20 % | $4,976,788 | $5,435,786 | $458,998 | 9.22 % | $-35,626 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Amerco Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Value Index Fund | Multi-Cap Value | 72,856 | Sold Some | -3,414 | -4.47 % | $3,365,219 | $3,675,585 | $310,367 | 9.22 % | $-14,544 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Amerco Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 2,902 | Added More | 180 | 6.61 % | $134,043 | $146,406 | $12,363 | 9.22 % | $767 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Amerco Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Value Index Fund | Multi-Cap Value | 641 | Added More | 18 | 2.88 % | $29,608 | $32,338 | $2,731 | 9.22 % | $77 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Amerco Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 525 | Sold Some | -58 | -9.94 % | $24,250 | $26,486 | $2,237 | 9.22 % | $-247 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Amerco Inc |
| 2009-08-24 | 2009-06-30 | N-CSRS | Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva | Specialty & Misc | 6,600 | New Holding | 6,600 | 100 % | $314,424 | $332,970 | $18,546 | 5.89 % | $18,546 | | | | | | News Article | History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Amerco Inc |