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McAdam LLC’s U-Haul Holding Co UHAL Stock Holding History

McAdam LLC’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
Q4 		– Sell
-20
Closed -$1K – 564
2018
Q3 		$1K Hold
20
– – ﹤0.01% 626
2018
Q2 		$1K Hold
20
– – ﹤0.01% 594
2018
Q1 		$1K Buy
+20
New +$711 ﹤0.01% 706

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McAdam LLC's UHAL Position: Q4 2018 in Review

McAdam LLC sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

McAdam LLC first reported a position in UHAL in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

  • McAdam LLC reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 20 U-Haul Holding Co shares in Q4 2018, an estimated $1K.
  • McAdam LLC first reported a position in U-Haul Holding Co in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's U-Haul Holding Co position peaked at $1K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.