Congress Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-79,550
Closed -$2.83M 376
2018
Q2
$2.83M Sell
79,550
-2,160
-3% -$75.1K 0.04% 239
2018
Q1
$2.82M Buy
81,710
+1,760
+2% +$62.6K 0.04% 239
2017
Q4
$3.02M Sell
79,950
-1,400
-2% -$52.4K 0.04% 221
2017
Q3
$3.05M Buy
+81,350
New +$3.04M 0.05% 217

Other funds holding UHAL

Congress Asset Management's UHAL Position: Q3 2018 in Review

Congress Asset Management sold out of U-Haul Holding Co (UHAL) in Q3 2018, closing a stake of 79,550 shares — an estimated $2.83M sold.

Congress Asset Management first reported a position in UHAL in Q3 2017 and held it in 4 quarters. The position peaked at $3.05M in Q3 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q3 2018.

  • Congress Asset Management reported no remaining U-Haul Holding Co position as of Q3 2018 after selling out during the quarter.
  • Congress Asset Management sold 79,550 U-Haul Holding Co shares in Q3 2018, an estimated $2.83M.
  • Congress Asset Management first reported a position in U-Haul Holding Co in Q3 2017 and held it in 4 quarters.
  • Congress Asset Management's U-Haul Holding Co position peaked at $3.05M in Q3 2017.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2018.

Based on Congress Asset Management's 13F filing for Q3 2018, filed 26 Oct 2018.