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Dubuque Bank & Trust’s U-Haul Holding Co UHAL Stock Holding History

Dubuque Bank & Trust’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
-100
Closed -$4K – 575
2019
Q1 		$4K Hold
100
– – ﹤0.01% 597
2018
Q4 		$3K Hold
100
– – ﹤0.01% 565
2018
Q3 		$4K Hold
100
– – ﹤0.01% 529
2018
Q2 		$4K Hold
100
– – ﹤0.01% 559
2018
Q1 		$3K Hold
100
– – ﹤0.01% 621
2017
Q4 		$4K Hold
100
– – ﹤0.01% 594
2017
Q3 		$4K Hold
100
– – ﹤0.01% 571
2017
Q2 		$4K Hold
100
– – ﹤0.01% 553
2017
Q1 		$4K Buy
+100
New +$3.76K ﹤0.01% 570

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

Dubuque Bank & Trust's UHAL Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 100 shares — an estimated $4K sold.

Dubuque Bank & Trust first reported a position in UHAL in Q1 2017 and held it in 9 quarters. The position peaked at $4K in Q1 2019. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 100 U-Haul Holding Co shares in Q2 2019, an estimated $4K.
  • Dubuque Bank & Trust first reported a position in U-Haul Holding Co in Q1 2017 and held it in 9 quarters.
  • Dubuque Bank & Trust's U-Haul Holding Co position peaked at $4K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.