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

Realta 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
2020
Q1 		– Sell
-240
Closed -$9K – 1318
2019
Q4 		$9K Hold
240
– – ﹤0.01% 1180
2019
Q3 		$9K Buy
+240
New +$8.87K ﹤0.01% 1153

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
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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Realta Investment Advisors's UHAL Position: Q1 2020 in Review

Realta Investment Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2020, closing a stake of 240 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in UHAL in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 244 funds tracked by Wall St. Rank hold UHAL as of Q1 2020.

  • Realta Investment Advisors reported no remaining U-Haul Holding Co position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 240 U-Haul Holding Co shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in U-Haul Holding Co in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's U-Haul Holding Co position peaked at $9K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.