Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s U-Haul Holding Co UHAL Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q2 		– Sell
-2,282,490
Closed -$140M – 339
2021
Q1 		$140M Sell
2,282,490
-91,920
-4% -$4.89M 0.45% 59
2020
Q4 		$108M Buy
2,374,410
+62,040
+3% +$2.47M 0.37% 69
2020
Q3 		$82.3M Buy
2,312,370
+162,960
+8% +$5.55M 0.32% 73
2020
Q2 		$65M Buy
2,149,410
+27,940
+1% +$819K 0.25% 82
2020
Q1 		$61.6M Buy
2,121,470
+132,230
+7% +$4.47M 0.28% 73
2019
Q4 		$74.8M Sell
1,989,240
-1,724,550
-46% -$65.5M 0.24% 80
2019
Q3 		$145M Sell
3,713,790
-512,870
-12% -$18.9M 0.28% 79
2019
Q2 		$160M Sell
4,226,660
-340,770
-7% -$13M 0.29% 78
2019
Q1 		$170M Buy
4,567,430
+138,740
+3% +$5.04M 0.31% 74
2018
Q4 		$145M Buy
4,428,690
+134,130
+3% +$4.53M 0.28% 75
2018
Q3 		$153M Buy
4,294,560
+27,440
+0.6% +$1.01M 0.24% 81
2018
Q2 		$152M Buy
4,267,120
+200,860
+5% +$6.98M 0.24% 84
2018
Q1 		$140M Sell
4,066,260
-51,920
-1% -$1.85M 0.22% 85
2017
Q4 		$156M Buy
+4,118,180
New +$154M 0.23% 79

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's UHAL Position: Q2 2021 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 2,282,490 shares — an estimated $140M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in UHAL in Q4 2017 and held it in 14 quarters. The position peaked at $170M in Q1 2019. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 2,282,490 U-Haul Holding Co shares in Q2 2021, an estimated $140M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in U-Haul Holding Co in Q4 2017 and held it in 14 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's U-Haul Holding Co position peaked at $170M in Q1 2019.
  • 281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2021, filed 12 Aug 2021.