Bank Julius Baer & Co
UHAL icon

Bank Julius Baer & Co’s U-Haul Holding Co UHAL Stock Holding History

Bank Julius Baer & Co’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
-4,960
Closed -$144K – 747
2020
Q1 		$144K Buy
+4,960
New +$168K ﹤0.01% 445

Other funds holding UHAL

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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

Bank Julius Baer & Co's UHAL Position: Q2 2020 in Review

Bank Julius Baer & Co sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 4,960 shares — an estimated $144K sold.

Bank Julius Baer & Co first reported a position in UHAL in Q1 2020 and held it in 1 quarter. The position peaked at $144K in Q1 2020. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

  • Bank Julius Baer & Co reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4,960 U-Haul Holding Co shares in Q2 2020, an estimated $144K.
  • Bank Julius Baer & Co first reported a position in U-Haul Holding Co in Q1 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's U-Haul Holding Co position peaked at $144K in Q1 2020.
  • 239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on Bank Julius Baer & Co's 13F filing for Q2 2020, filed 10 Aug 2020.