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Destination Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Destination Wealth 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
2019
Q2 		– Sell
-10
Closed – – 747
2019
Q1 		$0 Buy
+10
New +$363 ﹤0.01% 726

Other funds holding UHAL

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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

Destination Wealth Management's UHAL Position: Q2 2019 in Review

Destination Wealth Management sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 10 shares.

Destination Wealth Management first reported a position in UHAL in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • Destination Wealth Management reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 10 U-Haul Holding Co shares in Q2 2019.
  • Destination Wealth Management first reported a position in U-Haul Holding Co in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's U-Haul Holding Co position peaked at $0 in Q1 2019.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.