Brandes Investment Partners’s U-Haul Holding Co UHAL Stock Holding History

Brandes Investment 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
2021 Q1	–	Sell	-125,900	Closed	-$5.71M	–	171
2020 Q4	$5.71M	Buy	125,900 +4,030	+3%	+$161K	0.15%	90
2020 Q3	$4.34M	Sell	121,870 -41,590	-25%	-$1.42M	0.15%	94
2020 Q2	$4.94M	Sell	163,460 -23,270	-12%	-$682K	0.15%	94
2020 Q1	$5.42M	Sell	186,730 -1,750	-0.9%	-$59.1K	0.19%	86
2019 Q4	$7.08M	Sell	188,480 -6,370	-3%	-$242K	0.17%	82
2019 Q3	$7.6M	Sell	194,850 -8,530	-4%	-$315K	0.2%	76
2019 Q2	$7.7M	Sell	203,380 -21,320	-9%	-$812K	0.17%	79
2019 Q1	$8.35M	Buy	224,700 +12,700	+6%	+$461K	0.19%	77
2018 Q4	$6.96M	Buy	212,000 +17,890	+9%	+$604K	0.18%	83
2018 Q3	$6.92M	Sell	194,110 -7,160	-4%	-$264K	0.16%	84
2018 Q2	$7.17M	Sell	201,270 -330	-0.2%	-$11.5K	0.16%	83
2018 Q1	$6.89M	Buy	201,600 +14,680	+8%	+$522K	0.15%	81
2017 Q4	$7.06M	Sell	186,920 -12,100	-6%	-$453K	0.14%	85
2017 Q3	$7.46M	Sell	199,020 -122,820	-38%	-$4.59M	0.15%	84
2017 Q2	$11.8M	Buy	+321,840	New	+$11.7M	0.19%	79

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YAM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Brandes Investment Partners's UHAL Position: Q1 2021 in Review

Brandes Investment Partners sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 125,900 shares — an estimated $5.71M sold.

Brandes Investment Partners first reported a position in UHAL in Q2 2017 and held it in 15 quarters. The position peaked at $11.8M in Q2 2017. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

Brandes Investment Partners reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
Brandes Investment Partners sold 125,900 U-Haul Holding Co shares in Q1 2021, an estimated $5.71M.
Brandes Investment Partners first reported a position in U-Haul Holding Co in Q2 2017 and held it in 15 quarters.
Brandes Investment Partners's U-Haul Holding Co position peaked at $11.8M in Q2 2017.
276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on Brandes Investment Partners's 13F filing for Q1 2021, filed 14 May 2021.