First Capital Advisors Group’s U-Haul Holding Co UHAL Stock Holding History

First Capital Advisors Group’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 Q2	–	Sell	-5,320	Closed	-$184K	–	724
2018 Q1	$184K	Buy	+5,320	New	+$189K	0.11%	173

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Capital Advisors Group's UHAL Position: Q2 2018 in Review

First Capital Advisors Group sold out of U-Haul Holding Co (UHAL) in Q2 2018, closing a stake of 5,320 shares — an estimated $184K sold.

First Capital Advisors Group first reported a position in UHAL in Q1 2018 and held it in 1 quarter. The position peaked at $184K in Q1 2018. 238 funds tracked by Wall St. Rank hold UHAL as of Q2 2018.

First Capital Advisors Group reported no remaining U-Haul Holding Co position as of Q2 2018 after selling out during the quarter.
First Capital Advisors Group sold 5,320 U-Haul Holding Co shares in Q2 2018, an estimated $184K.
First Capital Advisors Group first reported a position in U-Haul Holding Co in Q1 2018 and held it in 1 quarter.
First Capital Advisors Group's U-Haul Holding Co position peaked at $184K in Q1 2018.
238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.