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

Highbridge 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
-47,620
Closed -$877K – 1337
2013
Q3 		$877K Buy
47,620
+25,670
+117% +$443K 0.01% 709
2013
Q2 		$356K Buy
+21,950
New +$365K ﹤0.01% 985

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

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

Highbridge Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2013, closing a stake of 47,620 shares — an estimated $877K sold.

Highbridge Capital Management first reported a position in UHAL in Q2 2013 and held it in 2 quarters. The position peaked at $877K in Q3 2013. 173 funds tracked by Wall St. Rank hold UHAL as of Q4 2013.

  • Highbridge Capital Management reported no remaining U-Haul Holding Co position as of Q4 2013 after selling out during the quarter.
  • Highbridge Capital Management sold 47,620 U-Haul Holding Co shares in Q4 2013, an estimated $877K.
  • Highbridge Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 2 quarters.
  • Highbridge Capital Management's U-Haul Holding Co position peaked at $877K in Q3 2013.
  • 173 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2013.

Based on Highbridge Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.