Carillon Tower Advisers’s U-Haul Holding Co UHAL Stock Holding History

Carillon Tower Advisers’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 Q4	$18.6M	Buy	410,280 +47,810	+13%	+$1.9M	0.11%	256
2020 Q3	$12.9M	Sell	362,470 -2,530	-0.7%	-$86.2K	0.17%	217
2020 Q2	$11M	Hold	365,000	–	–	0.09%	284
2020 Q1	$10.6M	Sell	365,000 -140,750	-28%	-$4.75M	0.1%	263
2019 Q4	$19M	Buy	505,750 +117,500	+30%	+$4.46M	0.13%	263
2019 Q3	$15.1M	Buy	+388,250	New	+$14.3M	0.11%	284
2018 Q4	–	Sell	-302,250	Closed	-$10.8M	–	483
2018 Q3	$10.8M	Buy	302,250 +14,750	+5%	+$544K	0.08%	332
2018 Q2	$10.2M	Buy	287,500 +93,500	+48%	+$3.25M	0.08%	322
2018 Q1	$6.69M	Buy	+194,000	New	+$6.9M	0.05%	347

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

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

ACM

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

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

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

YAM

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Carillon Tower Advisers's UHAL Position: Q4 2020 in Review

Carillon Tower Advisers increased its U-Haul Holding Co (UHAL) stake by 13% in Q4 2020, buying an estimated $1.9M and bringing the position to 410,280 shares worth $18.6M. The position accounts for 0.11% of the portfolio, ranked #256.

Carillon Tower Advisers first reported a position in UHAL in Q1 2018 and has held it in 9 quarters since. The position peaked at $19M in Q4 2019. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

Carillon Tower Advisers held 410,280 shares of U-Haul Holding Co worth $18.6M as of Q4 2020.
Carillon Tower Advisers bought 47,810 U-Haul Holding Co shares in Q4 2020, an estimated $1.9M.
U-Haul Holding Co made up 0.11% of Carillon Tower Advisers's portfolio in Q4 2020, its #256 holding.
Carillon Tower Advisers first reported a position in U-Haul Holding Co in Q1 2018 and has held it in 9 quarters since.
Carillon Tower Advisers's U-Haul Holding Co position peaked at $19M in Q4 2019.
260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.