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Aperio Group’s U-Haul Holding Co UHAL Stock Holding History

Aperio Group’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
Q4 		$3.06M Buy
67,380
+12,190
+22% +$486K 0.01% 1047
2020
Q3 		$1.97M Buy
55,190
+7,870
+17% +$268K 0.01% 1126
2020
Q2 		$1.43M Sell
47,320
-23,720
-33% -$695K 0.01% 1252
2020
Q1 		$2.06M Buy
71,040
+29,040
+69% +$981K 0.01% 1004
2019
Q4 		$1.58M Buy
42,000
+130
+0.3% +$4.93K 0.01% 1198
2019
Q3 		$1.63M Sell
41,870
-2,340
-5% -$86.4K 0.01% 1147
2019
Q2 		$1.67M Buy
44,210
+600
+1% +$22.9K 0.01% 1148
2019
Q1 		$1.62M Buy
43,610
+5,840
+15% +$212K 0.01% 1127
2018
Q4 		$1.24M Buy
37,770
+8,270
+28% +$279K 0.01% 1188
2018
Q3 		$1.05M Buy
29,500
+1,620
+6% +$59.8K ﹤0.01% 1379
2018
Q2 		$993K Buy
27,880
+11,860
+74% +$412K ﹤0.01% 1392
2018
Q1 		$553K Buy
16,020
+970
+6% +$34.5K ﹤0.01% 1649
2017
Q4 		$569K Buy
15,050
+680
+5% +$25.4K ﹤0.01% 1640
2017
Q3 		$539K Buy
14,370
+700
+5% +$26.1K ﹤0.01% 1624
2017
Q2 		$500K Sell
13,670
-3,460
-20% -$125K ﹤0.01% 1664
2017
Q1 		$653K Buy
17,130
+3,450
+25% +$130K ﹤0.01% 1402
2016
Q4 		$506K Buy
13,680
+1,300
+11% +$44.6K ﹤0.01% 1510
2016
Q3 		$401K Sell
12,380
-70
-0.6% -$2.5K ﹤0.01% 1577
2016
Q2 		$466K Sell
12,450
-350
-3% -$12.6K ﹤0.01% 1430
2016
Q1 		$457K Buy
12,800
+820
+7% +$28.5K ﹤0.01% 1413
2015
Q4 		$467K Buy
11,980
+140
+1% +$5.66K ﹤0.01% 1371
2015
Q3 		$466K Buy
11,840
+2,310
+24% +$84K ﹤0.01% 1338
2015
Q2 		$312K Buy
9,530
+3,020
+46% +$98.7K ﹤0.01% 1607
2015
Q1 		$215K Buy
+6,510
New +$201K ﹤0.01% 1790

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

Aperio Group's UHAL Position: Q4 2020 in Review

Aperio Group increased its U-Haul Holding Co (UHAL) stake by 22% in Q4 2020, buying an estimated $486K and bringing the position to 67,380 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #1047.

Aperio Group first reported a position in UHAL in Q1 2015 and has held it in 24 quarters since. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

  • Aperio Group held 67,380 shares of U-Haul Holding Co worth $3.06M as of Q4 2020.
  • Aperio Group bought 12,190 U-Haul Holding Co shares in Q4 2020, an estimated $486K.
  • U-Haul Holding Co made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1047 holding.
  • Aperio Group first reported a position in U-Haul Holding Co in Q1 2015 and has held it in 24 quarters since.
  • 260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.