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D.A. Davidson & Co’s U-Haul Holding Co UHAL Stock Holding History

D.A. Davidson & Co’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
Q2 		– Sell
-8,940
Closed -$332K – 1144
2019
Q1 		$332K Buy
+8,940
New +$325K 0.01% 835
2018
Q4 		– Sell
-10,150
Closed -$362K – 1170
2018
Q3 		$362K Sell
10,150
-60
-0.6% -$2.21K 0.01% 836
2018
Q2 		$364K Sell
10,210
-70
-0.7% -$2.43K 0.01% 812
2018
Q1 		$355K Buy
10,280
+2,140
+26% +$76.1K 0.01% 811
2017
Q4 		$308K Sell
8,140
-850
-9% -$31.8K 0.01% 838
2017
Q3 		$337K Sell
8,990
-5,990
-40% -$224K 0.01% 804
2017
Q2 		$548K Sell
14,980
-1,080
-7% -$39.2K 0.01% 602
2017
Q1 		$612K Buy
16,060
+5,200
+48% +$195K 0.01% 554
2016
Q4 		$400K Buy
+10,860
New +$372K 0.01% 724

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

D.A. Davidson & Co's UHAL Position: Q2 2019 in Review

D.A. Davidson & Co sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 8,940 shares — an estimated $332K sold.

D.A. Davidson & Co first reported a position in UHAL in Q4 2016 and held it in 9 quarters. The position peaked at $612K in Q1 2017. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • D.A. Davidson & Co reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • D.A. Davidson & Co sold 8,940 U-Haul Holding Co shares in Q2 2019, an estimated $332K.
  • D.A. Davidson & Co first reported a position in U-Haul Holding Co in Q4 2016 and held it in 9 quarters.
  • D.A. Davidson & Co's U-Haul Holding Co position peaked at $612K in Q1 2017.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on D.A. Davidson & Co's 13F filing for Q2 2019, filed 13 Aug 2019.