AJO LP’s U-Haul Holding Co UHAL Stock Holding History

AJO LP’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
2019 Q3	–	Sell	-22,010	Closed	-$833K	–	713
2019 Q2	$833K	Sell	22,010 -3,770	-15%	-$144K	﹤0.01%	490
2019 Q1	$958K	Buy	+25,780	New	+$937K	﹤0.01%	529

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AJO LP's UHAL Position: Q3 2019 in Review

AJO LP sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 22,010 shares — an estimated $833K sold.

AJO LP first reported a position in UHAL in Q1 2019 and held it in 2 quarters. The position peaked at $958K in Q1 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

AJO LP reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
AJO LP sold 22,010 U-Haul Holding Co shares in Q3 2019, an estimated $833K.
AJO LP first reported a position in U-Haul Holding Co in Q1 2019 and held it in 2 quarters.
AJO LP's U-Haul Holding Co position peaked at $958K in Q1 2019.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on AJO LP's 13F filing for Q3 2019, filed 14 Nov 2019.