Bank of Marin’s U-Haul Holding Co UHAL Stock Holding History

Bank of Marin’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 Q1	–	Sell	-11,590	Closed	-$436K	–	123
2019 Q4	$436K	Buy	+11,590	New	+$440K	0.44%	77

Other funds holding UHAL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Bank of Marin's UHAL Position: Q1 2020 in Review

Bank of Marin sold out of U-Haul Holding Co (UHAL) in Q1 2020, closing a stake of 11,590 shares — an estimated $436K sold.

Bank of Marin first reported a position in UHAL in Q4 2019 and held it in 1 quarter. The position peaked at $436K in Q4 2019. 244 funds tracked by Wall St. Rank hold UHAL as of Q1 2020.

Bank of Marin reported no remaining U-Haul Holding Co position as of Q1 2020 after selling out during the quarter.
Bank of Marin sold 11,590 U-Haul Holding Co shares in Q1 2020, an estimated $436K.
Bank of Marin first reported a position in U-Haul Holding Co in Q4 2019 and held it in 1 quarter.
Bank of Marin's U-Haul Holding Co position peaked at $436K in Q4 2019.
244 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2020.

Based on Bank of Marin's 13F filing for Q1 2020, filed 13 May 2020.