Delta Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Delta Asset 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 Q4	–	Sell	-600	Closed	-$21K	–	684
2018 Q3	$21K	Hold	600	–	–	﹤0.01%	354
2018 Q2	$21K	Hold	600	–	–	﹤0.01%	350
2018 Q1	$21K	Hold	600	–	–	﹤0.01%	340
2017 Q4	$23K	Hold	600	–	–	﹤0.01%	327
2017 Q3	$22K	Hold	600	–	–	﹤0.01%	311
2017 Q2	$22K	Buy	600 +200	+50%	+$7.25K	﹤0.01%	314
2017 Q1	$15K	Buy	400 +150	+60%	+$5.64K	﹤0.01%	370
2016 Q4	$9K	Buy	+250	New	+$8.57K	﹤0.01%	429

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

Delta Asset Management's UHAL Position: Q4 2018 in Review

Delta Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 600 shares — an estimated $21K sold.

Delta Asset Management first reported a position in UHAL in Q4 2016 and held it in 8 quarters. The position peaked at $23K in Q4 2017. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

Delta Asset Management reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
Delta Asset Management sold 600 U-Haul Holding Co shares in Q4 2018, an estimated $21K.
Delta Asset Management first reported a position in U-Haul Holding Co in Q4 2016 and held it in 8 quarters.
Delta Asset Management's U-Haul Holding Co position peaked at $23K in Q4 2017.
230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Delta Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.