Watermark Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Watermark Asset 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	$57K	Hold	1,730	–	–	0.03%	85
2018 Q3	$62K	Hold	1,730	–	–	0.03%	85
2018 Q2	$62K	Hold	1,730	–	–	0.03%	83
2018 Q1	$60K	Hold	1,730	–	–	0.02%	89
2017 Q4	$65K	Hold	1,730	–	–	0.03%	89
2017 Q3	$65K	Sell	1,730 -970	-36%	-$36.2K	0.03%	82
2017 Q2	$99K	Sell	2,700 -550	-17%	-$19.9K	0.04%	66
2017 Q1	$124K	Buy	+3,250	New	+$122K	0.06%	58

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

Watermark Asset Management's UHAL Position: Q4 2018 in Review

Watermark Asset Management held its U-Haul Holding Co (UHAL) position steady in Q4 2018 at 1,730 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #85.

Watermark Asset Management first reported a position in UHAL in Q1 2017 and has held it in 8 quarters since. The position peaked at $124K in Q1 2017. 230 funds tracked by Wall St. Rank hold UHAL as of Q4 2018.

Watermark Asset Management held 1,730 shares of U-Haul Holding Co worth $57K as of Q4 2018.
Watermark Asset Management left its U-Haul Holding Co share count unchanged in Q4 2018.
U-Haul Holding Co made up 0.03% of Watermark Asset Management's portfolio in Q4 2018, its #85 holding.
Watermark Asset Management first reported a position in U-Haul Holding Co in Q1 2017 and has held it in 8 quarters since.
Watermark Asset Management's U-Haul Holding Co position peaked at $124K in Q1 2017.
230 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.