CSat Investment Advisory’s U-Haul Holding Co UHAL Stock Holding History

CSat Investment Advisory’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	-700	Closed	-$25K	–	940
2020 Q3	$25K	Buy	700 +90	+15%	+$3.07K	﹤0.01%	808
2020 Q2	$18K	Buy	610 +60	+11%	+$1.76K	﹤0.01%	873
2020 Q1	$16K	Buy	550 +70	+15%	+$2.36K	﹤0.01%	780
2019 Q4	$18K	Buy	480 +60	+14%	+$2.28K	﹤0.01%	824
2019 Q3	$16K	Buy	420 +80	+24%	+$2.96K	0.01%	781
2019 Q2	$13K	Buy	+340	New	+$13K	﹤0.01%	801

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

CSat Investment Advisory's UHAL Position: Q4 2020 in Review

CSat Investment Advisory sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 700 shares — an estimated $25K sold.

CSat Investment Advisory first reported a position in UHAL in Q2 2019 and held it in 6 quarters. The position peaked at $25K in Q3 2020. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

CSat Investment Advisory reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 700 U-Haul Holding Co shares in Q4 2020, an estimated $25K.
CSat Investment Advisory first reported a position in U-Haul Holding Co in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's U-Haul Holding Co position peaked at $25K in Q3 2020.
260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.