WCBA
UHAL icon

Weaver C. Barksdale & Associates’s U-Haul Holding Co UHAL Stock Holding History

Weaver C. Barksdale & Associates’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
Q3 		– Sell
-104,000
Closed -$3.02M – 561
2014
Q2 		$3.02M Hold
104,000
– – 2.43% 2
2014
Q1 		$2.41M Buy
+104,000
New +$2.41M 2.02% 16

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

Weaver C. Barksdale & Associates's UHAL Position: Q3 2014 in Review

Weaver C. Barksdale & Associates sold out of U-Haul Holding Co (UHAL) in Q3 2014, closing a stake of 104,000 shares — an estimated $3.02M sold.

Weaver C. Barksdale & Associates first reported a position in UHAL in Q1 2014 and held it in 2 quarters. The position peaked at $3.02M in Q2 2014. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • Weaver C. Barksdale & Associates reported no remaining U-Haul Holding Co position as of Q3 2014 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 104,000 U-Haul Holding Co shares in Q3 2014, an estimated $3.02M.
  • Weaver C. Barksdale & Associates first reported a position in U-Haul Holding Co in Q1 2014 and held it in 2 quarters.
  • Weaver C. Barksdale & Associates's U-Haul Holding Co position peaked at $3.02M in Q2 2014.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on Weaver C. Barksdale & Associates's 13F filing for Q3 2014, filed 27 Oct 2014.