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Cornerstone Advisors (Washington)’s U-Haul Holding Co UHAL Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-880
Closed -$33K – 1339
2019
Q2 		$33K Hold
880
– – ﹤0.01% 513
2019
Q1 		$33K Hold
880
– – ﹤0.01% 494
2018
Q4 		$29K Buy
+880
New +$29.7K 0.01% 430
2016
Q4 		– Sell
-50
Closed -$2K – 982
2016
Q3 		$2K Hold
50
– – ﹤0.01% 808
2016
Q2 		$2K Buy
+50
New +$1.81K ﹤0.01% 760

Other funds holding UHAL

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

Cornerstone Advisors (Washington)'s UHAL Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 880 shares — an estimated $33K sold.

Cornerstone Advisors (Washington) first reported a position in UHAL in Q2 2016 and held it in 5 quarters. The position peaked at $33K in Q2 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 880 U-Haul Holding Co shares in Q3 2019, an estimated $33K.
  • Cornerstone Advisors (Washington) first reported a position in U-Haul Holding Co in Q2 2016 and held it in 5 quarters.
  • Cornerstone Advisors (Washington)'s U-Haul Holding Co position peaked at $33K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.