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Markston International’s U-Haul Holding Co UHAL Stock Holding History

Markston International’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
-250
Closed -$9K – 156
2019
Q1 		$9K Hold
250
– – ﹤0.01% 134
2018
Q4 		$8K Hold
250
– – ﹤0.01% 138
2018
Q3 		$9K Hold
250
– – ﹤0.01% 149
2018
Q2 		$9K Hold
250
– – ﹤0.01% 150
2018
Q1 		$9K Buy
+250
New +$8.89K ﹤0.01% 158
2017
Q3 		– Sell
-1,500
Closed -$55K – 187
2017
Q2 		$55K Buy
1,500
+900
+150% +$32.6K 0.01% 128
2017
Q1 		$23K Buy
+600
New +$22.6K ﹤0.01% 147

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

Markston International's UHAL Position: Q2 2019 in Review

Markston International sold out of U-Haul Holding Co (UHAL) in Q2 2019, closing a stake of 250 shares — an estimated $9K sold.

Markston International first reported a position in UHAL in Q1 2017 and held it in 7 quarters. The position peaked at $55K in Q2 2017. 232 funds tracked by Wall St. Rank hold UHAL as of Q2 2019.

  • Markston International reported no remaining U-Haul Holding Co position as of Q2 2019 after selling out during the quarter.
  • Markston International sold 250 U-Haul Holding Co shares in Q2 2019, an estimated $9K.
  • Markston International first reported a position in U-Haul Holding Co in Q1 2017 and held it in 7 quarters.
  • Markston International's U-Haul Holding Co position peaked at $55K in Q2 2017.
  • 232 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2019.

Based on Markston International's 13F filing for Q2 2019, filed 6 Aug 2019.