Flagship Harbor Advisors’s U-Haul Holding Co UHAL Stock Holding History

Flagship Harbor Advisors’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	-120	Closed	-$4K	–	1690
2020 Q3	$4K	Hold	120	–	–	﹤0.01%	1608
2020 Q2	$3K	Hold	120	–	–	﹤0.01%	1757
2020 Q1	$4K	Hold	120	–	–	﹤0.01%	1501
2019 Q4	$5K	Sell	120 -160	-57%	-$6.07K	﹤0.01%	1547
2019 Q3	$10K	Buy	280 +10	+4%	+$369	﹤0.01%	1299
2019 Q2	$10K	Hold	270	–	–	﹤0.01%	1313
2019 Q1	$10K	Hold	270	–	–	﹤0.01%	1305
2018 Q4	$9K	Sell	270 -10	-4%	-$338	﹤0.01%	1280
2018 Q3	$10K	Buy	280 +10	+4%	+$369	﹤0.01%	1431
2018 Q2	$9K	Buy	+270	New	+$9.38K	﹤0.01%	1438

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

Flagship Harbor Advisors's UHAL Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 120 shares — an estimated $4K sold.

Flagship Harbor Advisors first reported a position in UHAL in Q2 2018 and held it in 10 quarters. The position peaked at $10K in Q3 2019. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

Flagship Harbor Advisors reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 120 U-Haul Holding Co shares in Q4 2020, an estimated $4K.
Flagship Harbor Advisors first reported a position in U-Haul Holding Co in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's U-Haul Holding Co position peaked at $10K in Q3 2019.
260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.