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AGF Investments Inc’s U-Haul Holding Co UHAL Stock Holding History

AGF Investments Inc’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
2020
Q2 		– Sell
-9,090
Closed -$264K – 900
2020
Q1 		$264K Buy
+9,090
New +$307K ﹤0.01% 490
2017
Q2 		– Sell
-230
Closed -$9K – 472
2017
Q1 		$9K Hold
230
– – ﹤0.01% 470
2016
Q4 		$9K Buy
230
+30
+15% +$1.03K ﹤0.01% 430
2016
Q3 		$6K Buy
+200
New +$7.14K ﹤0.01% 455

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

AGF Investments Inc's UHAL Position: Q2 2020 in Review

AGF Investments Inc sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 9,090 shares — an estimated $264K sold.

AGF Investments Inc first reported a position in UHAL in Q3 2016 and held it in 4 quarters. The position peaked at $264K in Q1 2020. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

  • AGF Investments Inc reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
  • AGF Investments Inc sold 9,090 U-Haul Holding Co shares in Q2 2020, an estimated $264K.
  • AGF Investments Inc first reported a position in U-Haul Holding Co in Q3 2016 and held it in 4 quarters.
  • AGF Investments Inc's U-Haul Holding Co position peaked at $264K in Q1 2020.
  • 239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on AGF Investments Inc's 13F filing for Q2 2020, filed 11 Aug 2020.