Clear Perspective Advisors’s U-Haul Holding Co UHAL Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-1,500	Closed	-$53K	–	410
2018 Q2	$53K	Hold	1,500	–	–	0.04%	244
2018 Q1	$52K	Hold	1,500	–	–	0.04%	237
2017 Q4	$57K	Hold	1,500	–	–	0.04%	224
2017 Q3	$56K	Buy	1,500 +250	+20%	+$9.34K	0.05%	224
2017 Q2	$46K	Hold	1,250	–	–	0.04%	227
2017 Q1	$48K	Sell	1,250 -5,000	-80%	-$188K	0.03%	214
2016 Q4	$231K	Buy	+6,250	New	+$214K	0.15%	117

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

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Clear Perspective Advisors's UHAL Position: Q3 2018 in Review

Clear Perspective Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2018, closing a stake of 1,500 shares — an estimated $53K sold.

Clear Perspective Advisors first reported a position in UHAL in Q4 2016 and held it in 7 quarters. The position peaked at $231K in Q4 2016. 238 funds tracked by Wall St. Rank hold UHAL as of Q3 2018.

Clear Perspective Advisors reported no remaining U-Haul Holding Co position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,500 U-Haul Holding Co shares in Q3 2018, an estimated $53K.
Clear Perspective Advisors first reported a position in U-Haul Holding Co in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's U-Haul Holding Co position peaked at $231K in Q4 2016.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.