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Winfield Associates’s U-Haul Holding Co UHAL Stock Holding History

Winfield Associates’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
Q1 		– Sell
-500
Closed -$19K – 630
2017
Q4 		$19K Hold
500
– – 0.01% 322
2017
Q3 		$19K Hold
500
– – 0.01% 309
2017
Q2 		$18K Sell
500
-50
-9% -$1.81K 0.01% 312
2017
Q1 		$21K Buy
550
+50
+10% +$1.88K 0.01% 262
2016
Q4 		$18K Hold
500
– – 0.01% 277
2016
Q3 		$16K Buy
+500
New +$17.9K 0.01% 282

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Winfield Associates's UHAL Position: Q1 2018 in Review

Winfield Associates sold out of U-Haul Holding Co (UHAL) in Q1 2018, closing a stake of 500 shares — an estimated $19K sold.

Winfield Associates first reported a position in UHAL in Q3 2016 and held it in 6 quarters. The position peaked at $21K in Q1 2017. 252 funds tracked by Wall St. Rank hold UHAL as of Q1 2018.

  • Winfield Associates reported no remaining U-Haul Holding Co position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 500 U-Haul Holding Co shares in Q1 2018, an estimated $19K.
  • Winfield Associates first reported a position in U-Haul Holding Co in Q3 2016 and held it in 6 quarters.
  • Winfield Associates's U-Haul Holding Co position peaked at $21K in Q1 2017.
  • 252 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.