SevenBridge Financial Group’s U-Haul Holding Co UHAL Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-350	Closed	-$13K	–	540
2019 Q2	$13K	Hold	350	–	–	﹤0.01%	435
2019 Q1	$13K	Hold	350	–	–	﹤0.01%	394
2018 Q4	$11K	Hold	350	–	–	0.01%	365
2018 Q3	$13K	Hold	350	–	–	0.01%	386
2018 Q2	$12K	Hold	350	–	–	0.01%	400
2018 Q1	$12K	Hold	350	–	–	0.01%	409
2017 Q4	$13K	Hold	350	–	–	0.01%	418
2017 Q3	$13K	Hold	350	–	–	0.01%	420
2017 Q2	$13K	Hold	350	–	–	0.01%	430
2017 Q1	$13K	Hold	350	–	–	0.01%	408
2016 Q4	$12K	Hold	350	–	–	0.01%	423
2016 Q3	$12K	Hold	350	–	–	0.01%	419
2016 Q2	$13K	Buy	+350	New	+$12.6K	0.01%	483

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SevenBridge Financial Group's UHAL Position: Q3 2019 in Review

SevenBridge Financial Group sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 350 shares — an estimated $13K sold.

SevenBridge Financial Group first reported a position in UHAL in Q2 2016 and held it in 13 quarters. The position peaked at $13K in Q2 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

SevenBridge Financial Group reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 350 U-Haul Holding Co shares in Q3 2019, an estimated $13K.
SevenBridge Financial Group first reported a position in U-Haul Holding Co in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's U-Haul Holding Co position peaked at $13K in Q2 2019.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.