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Delphi Private Advisors’s U-Haul Holding Co UHAL Stock Holding History

Delphi Private Advisors’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
2016
Q4 		– Sell
-30
Closed -$1K – 446
2016
Q3 		$1K Hold
30
– – ﹤0.01% 411
2016
Q2 		$1K Buy
+30
New +$1.08K ﹤0.01% 428

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Delphi Private Advisors's UHAL Position: Q4 2016 in Review

Delphi Private Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2016, closing a stake of 30 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in UHAL in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

  • Delphi Private Advisors reported no remaining U-Haul Holding Co position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 30 U-Haul Holding Co shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in U-Haul Holding Co in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's U-Haul Holding Co position peaked at $1K in Q3 2016.
  • 225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.