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Glenmede Trust’s U-Haul Holding Co UHAL Stock Holding History

Glenmede Trust’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
-130
Closed -$4K – 2213
2020
Q3 		$4K Buy
130
+40
+44% +$1.36K ﹤0.01% 2158
2020
Q2 		$2K Sell
90
-2,610
-97% -$76.5K ﹤0.01% 2276
2020
Q1 		$101K Hold
2,700
– – ﹤0.01% 1414
2019
Q4 		$101K Buy
2,700
+100
+4% +$3.8K ﹤0.01% 1414
2019
Q3 		$101 Hold
2,600
– – ﹤0.01% 1404
2019
Q2 		$98 Buy
+2,600
New +$99.1K ﹤0.01% 1411

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
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

Glenmede Trust's UHAL Position: Q4 2020 in Review

Glenmede Trust sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 130 shares — an estimated $4K sold.

Glenmede Trust first reported a position in UHAL in Q2 2019 and held it in 6 quarters. The position peaked at $101K in Q1 2020. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

  • Glenmede Trust reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
  • Glenmede Trust sold 130 U-Haul Holding Co shares in Q4 2020, an estimated $4K.
  • Glenmede Trust first reported a position in U-Haul Holding Co in Q2 2019 and held it in 6 quarters.
  • Glenmede Trust's U-Haul Holding Co position peaked at $101K in Q1 2020.
  • 260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.