Dupont Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Dupont Capital Management’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	-5,150	Closed	-$315K	–	1842
2021 Q1	$315K	Buy	+5,150	New	+$274K	0.01%	1128
2020 Q2	–	Sell	-46,590	Closed	-$1.35M	–	1423
2020 Q1	$1.35M	Sell	46,590 -4,860	-9%	-$164K	0.03%	374
2019 Q4	$1.93M	Buy	51,450 +33,330	+184%	+$1.27M	0.04%	364
2019 Q3	$707K	Buy	+18,120	New	+$669K	0.02%	636
2017 Q3	–	Sell	-44,000	Closed	-$1.61M	–	994
2017 Q2	$1.61M	Buy	+44,000	New	+$1.6M	0.04%	418
2014 Q3	–	Sell	-164,680	Closed	-$4.79M	–	660
2014 Q2	$4.79M	Sell	164,680 -47,900	-23%	-$1.27M	0.08%	197
2014 Q1	$4.93M	Sell	212,580 -37,720	-15%	-$872K	0.08%	192
2013 Q4	$5.95M	Buy	250,300 +145,580	+139%	+$3.13M	0.1%	162
2013 Q3	$1.93M	Sell	104,720 -1,290	-1%	-$22.3K	0.04%	379
2013 Q2	$1.72M	Buy	+106,010	New	+$1.76M	0.03%	399

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

Dupont Capital Management's UHAL Position: Q2 2021 in Review

Dupont Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 5,150 shares — an estimated $315K sold.

Dupont Capital Management first reported a position in UHAL in Q2 2013 and held it in 10 quarters. The position peaked at $5.95M in Q4 2013. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

Dupont Capital Management reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
Dupont Capital Management sold 5,150 U-Haul Holding Co shares in Q2 2021, an estimated $315K.
Dupont Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 10 quarters.
Dupont Capital Management's U-Haul Holding Co position peaked at $5.95M in Q4 2013.
281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Dupont Capital Management's 13F filing for Q2 2021, filed 30 Jul 2021.