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Apogem Capital’s U-Haul Holding Co UHAL Stock Holding History

Apogem Capital’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
2021
Q1 		– Sell
-13,430
Closed -$610K – 214
2020
Q4 		$610K Buy
+13,430
New +$535K 0.41% 81

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Apogem Capital's UHAL Position: Q1 2021 in Review

Apogem Capital sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 13,430 shares — an estimated $610K sold.

Apogem Capital first reported a position in UHAL in Q4 2020 and held it in 1 quarter. The position peaked at $610K in Q4 2020. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

  • Apogem Capital reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
  • Apogem Capital sold 13,430 U-Haul Holding Co shares in Q1 2021, an estimated $610K.
  • Apogem Capital first reported a position in U-Haul Holding Co in Q4 2020 and held it in 1 quarter.
  • Apogem Capital's U-Haul Holding Co position peaked at $610K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on Apogem Capital's 13F filing for Q1 2021, filed 14 May 2021.