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TDAM USA’s U-Haul Holding Co UHAL Stock Holding History

TDAM USA’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
Q1 		– Sell
-29,420
Closed -$965K – 301
2018
Q4 		$965K Sell
29,420
-11,780
-29% -$398K 0.07% 180
2018
Q3 		$1.47M Hold
41,200
– – 0.09% 165
2018
Q2 		$1.47M Sell
41,200
-10,300
-20% -$358K 0.09% 158
2018
Q1 		$1.78M Buy
51,500
+18,280
+55% +$650K 0.11% 142
2017
Q4 		$1.25M Sell
33,220
-4,170
-11% -$156K 0.07% 181
2017
Q3 		$1.4M Sell
37,390
-370
-1% -$13.8K 0.08% 169
2017
Q2 		$1.38M Buy
37,760
+4,660
+14% +$169K 0.07% 172
2017
Q1 		$1.26M Buy
33,100
+160
+0.5% +$6.01K 0.06% 186
2016
Q4 		$1.22M Buy
+32,940
New +$1.13M 0.06% 188

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TDAM USA's UHAL Position: Q1 2019 in Review

TDAM USA sold out of U-Haul Holding Co (UHAL) in Q1 2019, closing a stake of 29,420 shares — an estimated $965K sold.

TDAM USA first reported a position in UHAL in Q4 2016 and held it in 9 quarters. The position peaked at $1.78M in Q1 2018. 241 funds tracked by Wall St. Rank hold UHAL as of Q1 2019.

  • TDAM USA reported no remaining U-Haul Holding Co position as of Q1 2019 after selling out during the quarter.
  • TDAM USA sold 29,420 U-Haul Holding Co shares in Q1 2019, an estimated $965K.
  • TDAM USA first reported a position in U-Haul Holding Co in Q4 2016 and held it in 9 quarters.
  • TDAM USA's U-Haul Holding Co position peaked at $1.78M in Q1 2018.
  • 241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2019.

Based on TDAM USA's 13F filing for Q1 2019, filed 8 May 2019.