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Capital Bank & Trust’s U-Haul Holding Co UHAL Stock Holding History

Capital Bank & Trust’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
2018
Q4 		– Sell
-340
Closed -$12K – 835
2018
Q3 		$12K Buy
+340
New +$12.5K ﹤0.01% 643

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Bank & Trust's UHAL Position: Q4 2018 in Review

Capital Bank & Trust sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 340 shares — an estimated $12K sold.

Capital Bank & Trust first reported a position in UHAL in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

  • Capital Bank & Trust reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 340 U-Haul Holding Co shares in Q4 2018, an estimated $12K.
  • Capital Bank & Trust first reported a position in U-Haul Holding Co in Q3 2018 and held it in 1 quarter.
  • Capital Bank & Trust's U-Haul Holding Co position peaked at $12K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.