Waldron Private Wealth’s U-Haul Holding Co UHAL Stock Holding History

Waldron Private Wealth’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	-6,200	Closed	-$236K	–	205
2017 Q1	$236K	Buy	+6,200	New	+$233K	0.06%	191

Other funds holding UHAL

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Waldron Private Wealth's UHAL Position: Q2 2017 in Review

Waldron Private Wealth sold out of U-Haul Holding Co (UHAL) in Q2 2017, closing a stake of 6,200 shares — an estimated $236K sold.

Waldron Private Wealth first reported a position in UHAL in Q1 2017 and held it in 1 quarter. The position peaked at $236K in Q1 2017. 250 funds tracked by Wall St. Rank hold UHAL as of Q2 2017.

Waldron Private Wealth reported no remaining U-Haul Holding Co position as of Q2 2017 after selling out during the quarter.
Waldron Private Wealth sold 6,200 U-Haul Holding Co shares in Q2 2017, an estimated $236K.
Waldron Private Wealth first reported a position in U-Haul Holding Co in Q1 2017 and held it in 1 quarter.
Waldron Private Wealth's U-Haul Holding Co position peaked at $236K in Q1 2017.
250 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.