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Cadence Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Cadence Capital Management’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
-496,880
Closed -$9.15M – 652
2013
Q3 		$9.15M Buy
496,880
+13,320
+3% +$230K 0.31% 110
2013
Q2 		$7.83M Buy
+483,560
New +$8.03M 0.37% 135

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

Cadence Capital Management's UHAL Position: Q4 2013 in Review

Cadence Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2013, closing a stake of 496,880 shares — an estimated $9.15M sold.

Cadence Capital Management first reported a position in UHAL in Q2 2013 and held it in 2 quarters. The position peaked at $9.15M in Q3 2013. 173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

  • Cadence Capital Management reported no remaining U-Haul Holding Co position as of Q4 2013 after selling out during the quarter.
  • Cadence Capital Management sold 496,880 U-Haul Holding Co shares in Q4 2013, an estimated $9.15M.
  • Cadence Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 2 quarters.
  • Cadence Capital Management's U-Haul Holding Co position peaked at $9.15M in Q3 2013.
  • 173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

Based on Cadence Capital Management's 13F filing for Q4 2013, filed 31 Jan 2014.