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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Boston Partners's UHAL Position: Q2 2020 in Review

Boston Partners sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 30,360 shares — an estimated $882K sold.

Boston Partners first reported a position in UHAL in Q3 2016 and held it in 15 quarters. The position peaked at $3.93M in Q2 2018. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

Boston Partners reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
Boston Partners sold 30,360 U-Haul Holding Co shares in Q2 2020, an estimated $882K.
Boston Partners first reported a position in U-Haul Holding Co in Q3 2016 and held it in 15 quarters.
Boston Partners's U-Haul Holding Co position peaked at $3.93M in Q2 2018.
239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on Boston Partners's 13F filing for Q2 2020, filed 12 Aug 2020.