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Epoch Investment Partners’s U-Haul Holding Co UHAL Stock Holding History

Epoch Investment Partners’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
2019
Q3 		– Sell
-161,930
Closed -$6.13M – 294
2019
Q2 		$6.13M Buy
161,930
+6,100
+4% +$232K 0.03% 221
2019
Q1 		$5.79M Sell
155,830
-46,770
-23% -$1.7M 0.03% 242
2018
Q4 		$6.65M Sell
202,600
-4,190
-2% -$142K 0.03% 230
2018
Q3 		$7.38M Sell
206,790
-1,430
-0.7% -$52.8K 0.03% 235
2018
Q2 		$7.42K Sell
208,220
-36,740
-15% -$1.28M 0.02% 233
2018
Q1 		$8.45M Buy
244,960
+71,170
+41% +$2.53M 0.03% 228
2017
Q4 		$6.57M Sell
173,790
-278,410
-62% -$10.4M 0.02% 234
2017
Q3 		$17M Sell
452,200
-12,530
-3% -$468K 0.06% 201
2017
Q2 		$17M Buy
464,730
+5,810
+1% +$211K 0.06% 198
2017
Q1 		$17.5M Sell
458,920
-54,730
-11% -$2.06M 0.06% 196
2016
Q4 		$19M Buy
+513,650
New +$17.6M 0.07% 170

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Epoch Investment Partners's UHAL Position: Q3 2019 in Review

Epoch Investment Partners sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 161,930 shares — an estimated $6.13M sold.

Epoch Investment Partners first reported a position in UHAL in Q4 2016 and held it in 11 quarters. The position peaked at $19M in Q4 2016. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

  • Epoch Investment Partners reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
  • Epoch Investment Partners sold 161,930 U-Haul Holding Co shares in Q3 2019, an estimated $6.13M.
  • Epoch Investment Partners first reported a position in U-Haul Holding Co in Q4 2016 and held it in 11 quarters.
  • Epoch Investment Partners's U-Haul Holding Co position peaked at $19M in Q4 2016.
  • 219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Epoch Investment Partners's 13F filing for Q3 2019, filed 13 Nov 2019.