AIM
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AIA Investment Management’s U-Haul Holding Co UHAL Stock Holding History

AIA Investment 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
2020
Q3 		$65K Buy
1,820
+810
+80% +$27.6K 0.01% 293
2020
Q2 		$31K Hold
1,010
– – 0.01% 287
2020
Q1 		$29K Hold
1,010
– – 0.01% 284
2019
Q4 		$38K Hold
1,010
– – 0.05% 229
2019
Q3 		$39K Buy
+1,010
New +$37.3K 0.04% 223

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

AIA Investment Management's UHAL Position: Q3 2020 in Review

AIA Investment Management increased its U-Haul Holding Co (UHAL) stake by 80% in Q3 2020, buying an estimated $27.6K and bringing the position to 1,820 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #293.

AIA Investment Management first reported a position in UHAL in Q3 2019 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

  • AIA Investment Management held 1,820 shares of U-Haul Holding Co worth $65K as of Q3 2020.
  • AIA Investment Management bought 810 U-Haul Holding Co shares in Q3 2020, an estimated $27.6K.
  • U-Haul Holding Co made up 0.01% of AIA Investment Management's portfolio in Q3 2020, its #293 holding.
  • AIA Investment Management first reported a position in U-Haul Holding Co in Q3 2019 and has held it in 5 quarters since.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.