CIP
UHAL icon

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Capital Insight Partners's UHAL Position: Q1 2021 in Review

Capital Insight Partners sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 30,990 shares — an estimated $1.41M sold.

Capital Insight Partners first reported a position in UHAL in Q1 2016 and held it in 20 quarters. The position peaked at $1.41M in Q4 2020. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

  • Capital Insight Partners reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
  • Capital Insight Partners sold 30,990 U-Haul Holding Co shares in Q1 2021, an estimated $1.41M.
  • Capital Insight Partners first reported a position in U-Haul Holding Co in Q1 2016 and held it in 20 quarters.
  • Capital Insight Partners's U-Haul Holding Co position peaked at $1.41M in Q4 2020.
  • 276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on Capital Insight Partners's 13F filing for Q1 2021, filed 20 Apr 2021.