CPA
UHAL icon

Capital Planning Advisors’s U-Haul Holding Co UHAL Stock Holding History

Capital Planning Advisors’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
2017
Q4 		– Sell
-6,900
Closed -$259K – 129
2017
Q3 		$259K Hold
6,900
– – 0.1% 114
2017
Q2 		$253K Buy
+6,900
New +$250K 0.11% 112

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Planning Advisors's UHAL Position: Q4 2017 in Review

Capital Planning Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 6,900 shares — an estimated $259K sold.

Capital Planning Advisors first reported a position in UHAL in Q2 2017 and held it in 2 quarters. The position peaked at $259K in Q3 2017. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Capital Planning Advisors reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 6,900 U-Haul Holding Co shares in Q4 2017, an estimated $259K.
  • Capital Planning Advisors first reported a position in U-Haul Holding Co in Q2 2017 and held it in 2 quarters.
  • Capital Planning Advisors's U-Haul Holding Co position peaked at $259K in Q3 2017.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Capital Planning Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.