Citizens Financial Group
UHAL icon

Citizens Financial Group’s U-Haul Holding Co UHAL Stock Holding History

Citizens Financial Group’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
-500
Closed -$15K – 898
2020
Q2 		$15K Hold
500
– – ﹤0.01% 683
2020
Q1 		$15K Buy
+500
New +$16.9K ﹤0.01% 666
2016
Q1 		– Sell
-160
Closed -$6K – 788
2015
Q4 		$6K Buy
+160
New +$6.47K ﹤0.01% 528

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citizens Financial Group's UHAL Position: Q3 2020 in Review

Citizens Financial Group sold out of U-Haul Holding Co (UHAL) in Q3 2020, closing a stake of 500 shares — an estimated $15K sold.

Citizens Financial Group first reported a position in UHAL in Q4 2015 and held it in 3 quarters. The position peaked at $15K in Q2 2020. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

  • Citizens Financial Group reported no remaining U-Haul Holding Co position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 500 U-Haul Holding Co shares in Q3 2020, an estimated $15K.
  • Citizens Financial Group first reported a position in U-Haul Holding Co in Q4 2015 and held it in 3 quarters.
  • Citizens Financial Group's U-Haul Holding Co position peaked at $15K in Q2 2020.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.