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Sterling Investment Advisors (Pennsylvania)’s U-Haul Holding Co UHAL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		– Sell
-1,500
Closed -$57K – 384
2017
Q1 		$57K Buy
+1,500
New +$56.4K 0.04% 166

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s UHAL Position: Q2 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of U-Haul Holding Co (UHAL) in Q2 2017, closing a stake of 1,500 shares — an estimated $57K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in UHAL in Q1 2017 and held it in 1 quarter. The position peaked at $57K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining U-Haul Holding Co position as of Q2 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,500 U-Haul Holding Co shares in Q2 2017, an estimated $57K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in U-Haul Holding Co in Q1 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s U-Haul Holding Co position peaked at $57K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2017, filed 9 Aug 2017.