Claro Advisors’s U-Haul Holding Co UHAL Stock Holding History

Claro 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
2019 Q1	–	Sell	-50	Closed	-$2K	–	885
2018 Q4	$2K	Buy	+50	New	+$1.69K	﹤0.01%	945

Other funds holding UHAL

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Claro Advisors's UHAL Position: Q1 2019 in Review

Claro Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

Claro Advisors first reported a position in UHAL in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 241 funds tracked by Wall St. Rank hold UHAL as of Q1 2019.

Claro Advisors reported no remaining U-Haul Holding Co position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 50 U-Haul Holding Co shares in Q1 2019, an estimated $2K.
Claro Advisors first reported a position in U-Haul Holding Co in Q4 2018 and held it in 1 quarter.
Claro Advisors's U-Haul Holding Co position peaked at $2K in Q4 2018.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.