Tradewinds Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Tradewinds Capital Management’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
2018 Q4	–	Sell	-200	Closed	-$7K	–	685
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	465
2018 Q2	$7K	Hold	200	–	–	﹤0.01%	463
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	445
2017 Q4	$8K	Hold	200	–	–	﹤0.01%	453
2017 Q3	$7K	Hold	200	–	–	﹤0.01%	452
2017 Q2	$7K	Sell	200 -50	-20%	-$1.81K	﹤0.01%	450
2017 Q1	$10K	Hold	250	–	–	0.01%	400
2016 Q4	$9K	Buy	+250	New	+$8.57K	0.01%	390

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

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

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

Tradewinds Capital Management's UHAL Position: Q4 2018 in Review

Tradewinds Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Tradewinds Capital Management first reported a position in UHAL in Q4 2016 and held it in 8 quarters. The position peaked at $10K in Q1 2017. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

Tradewinds Capital Management reported no remaining U-Haul Holding Co position as of Q4 2018 after selling out during the quarter.
Tradewinds Capital Management sold 200 U-Haul Holding Co shares in Q4 2018, an estimated $7K.
Tradewinds Capital Management first reported a position in U-Haul Holding Co in Q4 2016 and held it in 8 quarters.
Tradewinds Capital Management's U-Haul Holding Co position peaked at $10K in Q1 2017.
230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Tradewinds Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.