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Freestone Capital Holdings’s U-Haul Holding Co UHAL Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-270
Closed -$12.3K – 1082
2020
Q4 		$12.3K Hold
270
– – ﹤0.01% 815
2020
Q3 		$9.61K Buy
+270
New +$9.2K ﹤0.01% 751
2017
Q3 		– Sell
-5,520
Closed -$202K – 361
2017
Q2 		$202K Sell
5,520
-492,680
-99% -$17.9M 0.02% 310
2017
Q1 		$19M Buy
498,200
+2,880
+0.6% +$108K 1.46% 24
2016
Q4 		$18.3M Buy
495,320
+22,200
+5% +$761K 1.57% 23
2016
Q3 		$15.3M Sell
473,120
-38,350
-7% -$1.37M 1.4% 23
2016
Q2 		$19.2M Buy
511,470
+13,030
+3% +$471K 1.87% 14
2016
Q1 		$17.8M Sell
498,440
-36,300
-7% -$1.26M 1.87% 21
2015
Q4 		$20.8M Buy
534,740
+7,450
+1% +$301K 2.16% 8
2015
Q3 		$20.7M Sell
527,290
-8,670
-2% -$315K 2.25% 7
2015
Q2 		$17.5M Sell
535,960
-17,090
-3% -$558K 2.79% 11
2015
Q1 		$18.3M Buy
553,050
+514,670
+1,341% +$15.9M 2.88% 16
2014
Q4 		$1.09M Buy
+38,380
New +$1.04M 0.18% 72

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Freestone Capital Holdings's UHAL Position: Q1 2021 in Review

Freestone Capital Holdings sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 270 shares — an estimated $12.3K sold.

Freestone Capital Holdings first reported a position in UHAL in Q4 2014 and held it in 13 quarters. The position peaked at $20.8M in Q4 2015. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

  • Freestone Capital Holdings reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 270 U-Haul Holding Co shares in Q1 2021, an estimated $12.3K.
  • Freestone Capital Holdings first reported a position in U-Haul Holding Co in Q4 2014 and held it in 13 quarters.
  • Freestone Capital Holdings's U-Haul Holding Co position peaked at $20.8M in Q4 2015.
  • 276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.