Erste Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Erste Asset 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
2020 Q1	–	Sell	-230,000	Closed	-$7.77M	–	421
2019 Q4	$8.6M	Hold	230,000	–	–	0.38%	69
2019 Q3	$8.97M	Buy	230,000 +20,000	+10%	+$739K	0.48%	56
2019 Q2	$7.95M	Buy	210,000 +10,000	+5%	+$381K	0.42%	61
2019 Q1	$7.43M	Buy	200,000 +20,000	+11%	+$727K	0.42%	55
2018 Q4	$5.92M	Buy	+180,000	New	+$6.08M	0.4%	60

Other funds holding UHAL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Erste Asset Management's UHAL Position: Q1 2020 in Review

Erste Asset Management sold out of U-Haul Holding Co (UHAL) in Q1 2020, closing a stake of 230,000 shares — an estimated $7.77M sold.

Erste Asset Management first reported a position in UHAL in Q4 2018 and held it in 5 quarters. The position peaked at $8.97M in Q3 2019. 244 funds tracked by Wall St. Rank hold UHAL as of Q1 2020.

Erste Asset Management reported no remaining U-Haul Holding Co position as of Q1 2020 after selling out during the quarter.
Erste Asset Management sold 230,000 U-Haul Holding Co shares in Q1 2020, an estimated $7.77M.
Erste Asset Management first reported a position in U-Haul Holding Co in Q4 2018 and held it in 5 quarters.
Erste Asset Management's U-Haul Holding Co position peaked at $8.97M in Q3 2019.
244 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2020.

Based on Erste Asset Management's 13F filing for Q1 2020, filed 22 Nov 2024.