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Delpha Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Delpha Capital Management’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
Q1 		– Sell
-960
Closed -$36K – 1160
2017
Q4 		$36K Buy
+960
New +$35.9K 0.04% 461

Other funds holding UHAL

Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Delpha Capital Management's UHAL Position: Q1 2018 in Review

Delpha Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 960 shares — an estimated $36K sold.

Delpha Capital Management first reported a position in UHAL in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

  • Delpha Capital Management reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 960 U-Haul Holding Co shares in Q1 2018, an estimated $36K.
  • Delpha Capital Management first reported a position in U-Haul Holding Co in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's U-Haul Holding Co position peaked at $36K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.