FPFS
UHAL icon

First Personal Financial Services’s U-Haul Holding Co UHAL Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-370
Closed -$14K – 742
2019
Q2 		$14K Hold
370
– – ﹤0.01% 457
2019
Q1 		$14K Hold
370
– – ﹤0.01% 449
2018
Q4 		$12K Buy
370
+180
+95% +$6.08K ﹤0.01% 446
2018
Q3 		$7K Buy
190
+60
+46% +$2.21K ﹤0.01% 563
2018
Q2 		$5K Hold
130
– – ﹤0.01% 583
2018
Q1 		$4K Buy
130
+10
+8% +$355 ﹤0.01% 944
2017
Q4 		$5K Buy
+120
New +$4.49K ﹤0.01% 902

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

First Personal Financial Services's UHAL Position: Q3 2019 in Review

First Personal Financial Services sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 370 shares — an estimated $14K sold.

First Personal Financial Services first reported a position in UHAL in Q4 2017 and held it in 7 quarters. The position peaked at $14K in Q2 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

  • First Personal Financial Services reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 370 U-Haul Holding Co shares in Q3 2019, an estimated $14K.
  • First Personal Financial Services first reported a position in U-Haul Holding Co in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's U-Haul Holding Co position peaked at $14K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.