UCFA
UHAL icon

United Capital Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History

United Capital Financial 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
2019
Q4 		– Sell
-210
Closed -$8K – 1429
2019
Q3 		$8K Buy
+210
New +$7.76K ﹤0.01% 1301

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

United Capital Financial Advisors's UHAL Position: Q4 2019 in Review

United Capital Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2019, closing a stake of 210 shares — an estimated $8K sold.

United Capital Financial Advisors first reported a position in UHAL in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 241 funds tracked by Wall St. Rank hold UHAL as of Q4 2019.

  • United Capital Financial Advisors reported no remaining U-Haul Holding Co position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 210 U-Haul Holding Co shares in Q4 2019, an estimated $8K.
  • United Capital Financial Advisors first reported a position in U-Haul Holding Co in Q3 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's U-Haul Holding Co position peaked at $8K in Q3 2019.
  • 241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.