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CI Global Investments’s U-Haul Holding Co UHAL Stock Holding History

CI Global Investments’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
Q4 		– Sell
-275,000
Closed -$7.2M – 178
2014
Q3 		$7.2M Buy
275,000
+75,000
+38% +$2.07M 0.16% 112
2014
Q2 		$5.82M Sell
200,000
-75,000
-27% -$1.98M 0.15% 121
2014
Q1 		$6.38M Buy
275,000
+100,000
+57% +$2.31M 0.17% 113
2013
Q4 		$4.16M Sell
175,000
-95,000
-35% -$2.04M 0.12% 135
2013
Q3 		$4.97M Buy
+270,000
New +$4.66M 0.19% 127

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
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CI Global Investments's UHAL Position: Q4 2014 in Review

CI Global Investments sold out of U-Haul Holding Co (UHAL) in Q4 2014, closing a stake of 275,000 shares — an estimated $7.2M sold.

CI Global Investments first reported a position in UHAL in Q3 2013 and held it in 5 quarters. The position peaked at $7.2M in Q3 2014. 170 funds tracked by Wall St. Rank hold UHAL as of Q4 2014.

  • CI Global Investments reported no remaining U-Haul Holding Co position as of Q4 2014 after selling out during the quarter.
  • CI Global Investments sold 275,000 U-Haul Holding Co shares in Q4 2014, an estimated $7.2M.
  • CI Global Investments first reported a position in U-Haul Holding Co in Q3 2013 and held it in 5 quarters.
  • CI Global Investments's U-Haul Holding Co position peaked at $7.2M in Q3 2014.
  • 170 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2014.

Based on CI Global Investments's 13F filing for Q4 2014, filed 5 Feb 2015.