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Moneta Group Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

Moneta Group Investment Advisors’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
-19,500
Closed -$694K – 368
2018
Q2 		$694K Hold
19,500
– – 0.08% 142
2018
Q1 		$673K Hold
19,500
– – 0.09% 103
2017
Q4 		$737K Hold
19,500
– – 0.11% 97
2017
Q3 		$731K Buy
+19,500
New +$728K 0.11% 88

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Moneta Group Investment Advisors's UHAL Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2018, closing a stake of 19,500 shares — an estimated $694K sold.

Moneta Group Investment Advisors first reported a position in UHAL in Q3 2017 and held it in 4 quarters. The position peaked at $737K in Q4 2017. 238 funds tracked by Wall St. Rank hold UHAL as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining U-Haul Holding Co position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 19,500 U-Haul Holding Co shares in Q3 2018, an estimated $694K.
  • Moneta Group Investment Advisors first reported a position in U-Haul Holding Co in Q3 2017 and held it in 4 quarters.
  • Moneta Group Investment Advisors's U-Haul Holding Co position peaked at $737K in Q4 2017.
  • 238 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.