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

Concourse Financial Group Securities’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	–	Sell	-10	Closed	-$398	–	2364
2020 Q3	$0	Sell	10 -300	-97%	-$10.2K	﹤0.01%	2267
2020 Q2	$9K	Hold	310	–	–	﹤0.01%	1531
2020 Q1	$9K	Buy	+310	New	+$10.5K	﹤0.01%	1499
2019 Q3	–	Sell	-90	Closed	-$3.33K	–	2141
2019 Q2	$3K	Sell	90 -570	-86%	-$21.7K	﹤0.01%	1930
2019 Q1	$24K	Hold	660	–	–	﹤0.01%	1198
2018 Q4	$21K	Buy	660 +10	+2%	+$338	﹤0.01%	1140
2018 Q3	$23K	Buy	+650	New	+$24K	0.01%	816

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Concourse Financial Group Securities's UHAL Position: Q4 2020 in Review

Concourse Financial Group Securities sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 10 shares — an estimated $398 sold.

Concourse Financial Group Securities first reported a position in UHAL in Q3 2018 and held it in 7 quarters. The position peaked at $24K in Q1 2019. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

Concourse Financial Group Securities reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 10 U-Haul Holding Co shares in Q4 2020, an estimated $398.
Concourse Financial Group Securities first reported a position in U-Haul Holding Co in Q3 2018 and held it in 7 quarters.
Concourse Financial Group Securities's U-Haul Holding Co position peaked at $24K in Q1 2019.
260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Concourse Financial Group Securities's 13F filing for Q4 2020, filed 2 Feb 2021.