Colony Group’s U-Haul Holding Co UHAL Stock Holding History

Colony 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
2021 Q2	–	Sell	-7,280	Closed	-$446K	–	802
2021 Q1	$446K	Buy	7,280 +1,750	+32%	+$93.1K	0.01%	553
2020 Q4	$251K	Buy	+5,530	New	+$220K	0.01%	658
2020 Q1	–	Sell	-31,660	Closed	-$1.19M	–	776
2019 Q4	$1.19M	Sell	31,660 -680	-2%	-$25.8K	0.03%	377
2019 Q3	$1.26M	Sell	32,340 -460	-1%	-$17K	0.04%	333
2019 Q2	$1.24M	Buy	+32,800	New	+$1.25M	0.04%	343

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

ACM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Colony Group's UHAL Position: Q2 2021 in Review

Colony Group sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 7,280 shares — an estimated $446K sold.

Colony Group first reported a position in UHAL in Q2 2019 and held it in 5 quarters. The position peaked at $1.26M in Q3 2019. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

Colony Group reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
Colony Group sold 7,280 U-Haul Holding Co shares in Q2 2021, an estimated $446K.
Colony Group first reported a position in U-Haul Holding Co in Q2 2019 and held it in 5 quarters.
Colony Group's U-Haul Holding Co position peaked at $1.26M in Q3 2019.
281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Colony Group's 13F filing for Q2 2021, filed 18 Aug 2021.