Fiduciary Trust International of Pennsylvania’s U-Haul Holding Co UHAL Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q3	–	Sell	-137,810	Closed	-$4.91M	–	362
2018 Q2	$4.91M	Sell	137,810 -14,230	-9%	-$495K	0.22%	110
2018 Q1	$5.25M	Sell	152,040 -7,910	-5%	-$281K	0.24%	118
2017 Q4	$6.04M	Buy	159,950 +6,090	+4%	+$228K	0.27%	107
2017 Q3	$5.77M	Sell	153,860 -7,880	-5%	-$294K	0.28%	99
2017 Q2	$5.92M	Buy	161,740 +156,500	+2,987%	+$5.68M	0.29%	104
2017 Q1	$200K	Buy	+5,240	New	+$197K	0.02%	312
2015 Q3	–	Sell	-109,900	Closed	-$3.59M	–	369
2015 Q2	$3.59M	Sell	109,900 -3,800	-3%	-$124K	0.21%	116
2015 Q1	$3.76M	Buy	113,700 +30,150	+36%	+$932K	0.24%	108
2014 Q4	$2.38M	Buy	+83,550	New	+$2.26M	0.16%	138

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $204B AUM 27.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's UHAL Position: Q3 2018 in Review

Fiduciary Trust International of Pennsylvania sold out of U-Haul Holding Co (UHAL) in Q3 2018, closing a stake of 137,810 shares — an estimated $4.91M sold.

Fiduciary Trust International of Pennsylvania first reported a position in UHAL in Q4 2014 and held it in 9 quarters. The position peaked at $6.04M in Q4 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q3 2018.

Fiduciary Trust International of Pennsylvania reported no remaining U-Haul Holding Co position as of Q3 2018 after selling out during the quarter.
Fiduciary Trust International of Pennsylvania sold 137,810 U-Haul Holding Co shares in Q3 2018, an estimated $4.91M.
Fiduciary Trust International of Pennsylvania first reported a position in U-Haul Holding Co in Q4 2014 and held it in 9 quarters.
Fiduciary Trust International of Pennsylvania's U-Haul Holding Co position peaked at $6.04M in Q4 2017.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2018.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q3 2018, filed 9 Oct 2018.