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Chilton Investment Company’s U-Haul Holding Co UHAL Stock Holding History

Chilton Investment Company’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
Q3 		– Sell
-91,170
Closed -$2.75M – 152
2020
Q2 		$2.75M Buy
91,170
+39,930
+78% +$1.17M 0.09% 69
2020
Q1 		$1.49M Buy
51,240
+14,520
+40% +$490K 0.06% 74
2019
Q4 		$1.38M Buy
+36,720
New +$1.39M 0.04% 78

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Chilton Investment Company's UHAL Position: Q3 2020 in Review

Chilton Investment Company sold out of U-Haul Holding Co (UHAL) in Q3 2020, closing a stake of 91,170 shares — an estimated $2.75M sold.

Chilton Investment Company first reported a position in UHAL in Q4 2019 and held it in 3 quarters. The position peaked at $2.75M in Q2 2020. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

  • Chilton Investment Company reported no remaining U-Haul Holding Co position as of Q3 2020 after selling out during the quarter.
  • Chilton Investment Company sold 91,170 U-Haul Holding Co shares in Q3 2020, an estimated $2.75M.
  • Chilton Investment Company first reported a position in U-Haul Holding Co in Q4 2019 and held it in 3 quarters.
  • Chilton Investment Company's U-Haul Holding Co position peaked at $2.75M in Q2 2020.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on Chilton Investment Company's 13F filing for Q3 2020, filed 9 Nov 2020.