Boston Partners

Boston Partners’s U-Haul Holding Co UHAL Stock Holding History

Boston Partners’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	-30,360	Closed	-$882K	–	705
2020 Q1	$882K	Sell	30,360 -19,740	-39%	-$667K	﹤0.01%	536
2019 Q4	$1.88M	Sell	50,100 -10,360	-17%	-$393K	﹤0.01%	501
2019 Q3	$2.36M	Buy	60,460 +5,210	+9%	+$192K	﹤0.01%	467
2019 Q2	$2.09M	Sell	55,250 -26,150	-32%	-$996K	﹤0.01%	525
2019 Q1	$3.02M	Sell	81,400 -5,020	-6%	-$182K	﹤0.01%	481
2018 Q4	$2.84M	Sell	86,420 -6,590	-7%	-$223K	﹤0.01%	491
2018 Q3	$3.32M	Sell	93,010 -17,350	-16%	-$640K	﹤0.01%	533
2018 Q2	$3.93M	Buy	110,360 +24,250	+28%	+$843K	﹤0.01%	515
2018 Q1	$2.97M	Hold	86,110	–	–	﹤0.01%	597
2017 Q4	$3.25M	Hold	86,110	–	–	﹤0.01%	596
2017 Q3	$3.23M	Hold	86,110	–	–	﹤0.01%	598
2017 Q2	$3.15M	Buy	86,110 +15,420	+22%	+$559K	﹤0.01%	582
2017 Q1	$2.69M	Hold	70,690	–	–	﹤0.01%	622
2016 Q4	$2.61M	Hold	70,690	–	–	﹤0.01%	637
2016 Q3	$2.29M	Buy	+70,690	New	+$2.52M	﹤0.01%	643

Other funds holding UHAL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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 $61.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management

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

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