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	–	1692
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 $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management

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