Capital Insight Partners’s U-Haul Holding Co UHAL Stock Holding History

Capital Insight 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	-30,990	Closed	-$1.41M	–	146
2020 Q4	$1.41M	Buy	30,990 +380	+1%	+$15.1K	0.35%	99
2020 Q3	$1.09M	Sell	30,610 -270	-0.9%	-$9.2K	0.31%	106
2020 Q2	$933K	Buy	30,880 +560	+2%	+$16.4K	0.29%	108
2020 Q1	$881K	Buy	30,320 +1,660	+6%	+$56.1K	0.47%	71
2019 Q4	$1.08M	Buy	28,660 +830	+3%	+$31.5K	0.49%	64
2019 Q3	$1.08M	Buy	27,830 +550	+2%	+$20.3K	0.95%	46
2019 Q2	$1.03M	Buy	27,280 +540	+2%	+$20.6K	0.9%	52
2019 Q1	$993K	Buy	26,740 +420	+2%	+$15.3K	0.9%	49
2018 Q4	$864K	Buy	26,320 +480	+2%	+$16.2K	0.89%	46
2018 Q3	$922K	Sell	25,840 -2,740	-10%	-$101K	0.81%	49
2018 Q2	$1.02M	Buy	28,580 +1,470	+5%	+$51.1K	0.84%	51
2018 Q1	$936K	Buy	27,110 +600	+2%	+$21.3K	0.76%	54
2017 Q4	$1M	Buy	26,510 +30	+0.1%	+$1.12K	0.78%	57
2017 Q3	$993K	Buy	26,480 +1,300	+5%	+$48.6K	0.84%	53
2017 Q2	$922K	Sell	25,180 -1,500	-6%	-$54.4K	0.82%	51
2017 Q1	$1.02M	Buy	26,680 +650	+2%	+$24.4K	0.92%	51
2016 Q4	$962K	Buy	26,030 +710	+3%	+$24.3K	0.95%	49
2016 Q3	$821K	Sell	25,320 -120	-0.5%	-$4.29K	0.79%	50
2016 Q2	$953K	Buy	25,440 +520	+2%	+$18.8K	0.91%	44
2016 Q1	$890K	Buy	+24,920	New	+$867K	0.9%	43

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

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Wellington Management Group

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

Dimensional Fund Advisors

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

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

Artisan Partners

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

Barrow, Hanley, Mewhinney & Strauss

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return