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

Palisade 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
2015 Q4	–	Sell	-34,000	Closed	-$1.34M	–	543
2015 Q3	$1.34M	Buy	34,000 +14,000	+70%	+$509K	0.04%	380
2015 Q2	$654K	Buy	+20,000	New	+$654K	0.02%	454
2014 Q1	–	Sell	-20,000	Closed	-$476K	–	465
2013 Q4	$476K	Hold	20,000	–	–	0.01%	397
2013 Q3	$368K	Buy	+20,000	New	+$345K	0.01%	410

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Manikay Partners New York $893M AUM 55.39% 1-Year Est. Return

Palisade Capital Management's UHAL Position: Q4 2015 in Review

Palisade Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2015, closing a stake of 34,000 shares — an estimated $1.34M sold.

Palisade Capital Management first reported a position in UHAL in Q3 2013 and held it in 4 quarters. The position peaked at $1.34M in Q3 2015. 238 funds tracked by Wall St. Rank hold UHAL as of Q4 2015.

Palisade Capital Management reported no remaining U-Haul Holding Co position as of Q4 2015 after selling out during the quarter.
Palisade Capital Management sold 34,000 U-Haul Holding Co shares in Q4 2015, an estimated $1.34M.
Palisade Capital Management first reported a position in U-Haul Holding Co in Q3 2013 and held it in 4 quarters.
Palisade Capital Management's U-Haul Holding Co position peaked at $1.34M in Q3 2015.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2015.

Based on Palisade Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.