Creative Financial Designs’s U-Haul Holding Co UHAL Stock Holding History

Creative Financial Designs’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	-270	Closed	-$9K	–	652
2018 Q4	$9K	Hold	270	–	–	0.01%	379
2018 Q3	$10K	Hold	270	–	–	0.01%	443
2018 Q2	$10K	Hold	270	–	–	0.01%	473
2018 Q1	$9K	Hold	270	–	–	0.01%	438
2017 Q4	$10K	Hold	270	–	–	0.01%	414
2017 Q3	$10K	Hold	270	–	–	0.01%	417
2017 Q2	$10K	Hold	270	–	–	0.01%	420
2017 Q1	$10K	Hold	270	–	–	0.01%	405
2016 Q4	$10K	Buy	+270	New	+$9.26K	0.01%	399

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

Creative Financial Designs's UHAL Position: Q1 2019 in Review

Creative Financial Designs sold out of U-Haul Holding Co (UHAL) in Q1 2019, closing a stake of 270 shares — an estimated $9K sold.

Creative Financial Designs first reported a position in UHAL in Q4 2016 and held it in 9 quarters. The position peaked at $10K in Q3 2018. 241 funds tracked by Wall St. Rank hold UHAL as of Q1 2019.

Creative Financial Designs reported no remaining U-Haul Holding Co position as of Q1 2019 after selling out during the quarter.
Creative Financial Designs sold 270 U-Haul Holding Co shares in Q1 2019, an estimated $9K.
Creative Financial Designs first reported a position in U-Haul Holding Co in Q4 2016 and held it in 9 quarters.
Creative Financial Designs's U-Haul Holding Co position peaked at $10K in Q3 2018.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2019.

Based on Creative Financial Designs's 13F filing for Q1 2019, filed 23 Apr 2019.