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Mosaic Family Wealth’s U-Haul Holding Co UHAL Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-30
Closed -$1K – 921
2017
Q3 		$1K Buy
+30
New +$1.12K ﹤0.01% 889

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mosaic Family Wealth's UHAL Position: Q4 2017 in Review

Mosaic Family Wealth sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 30 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in UHAL in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

  • Mosaic Family Wealth reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 30 U-Haul Holding Co shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in U-Haul Holding Co in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's U-Haul Holding Co position peaked at $1K in Q3 2017.
  • 255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.