Haverford Financial Services’s U-Haul Holding Co UHAL Stock Holding History

Haverford Financial Services’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 Q3	–	Sell	-29,230	Closed	-$883K	–	67
2020 Q2	$883K	Sell	29,230 -11,000	-27%	-$322K	0.3%	41
2020 Q1	$1.17M	Buy	40,230 +5,200	+15%	+$176K	0.47%	34
2019 Q4	$1.32M	Buy	35,030 +12,030	+52%	+$457K	0.42%	34
2019 Q3	$897K	Hold	23,000	–	–	0.3%	40
2019 Q2	$871K	Hold	23,000	–	–	0.3%	42
2019 Q1	$854K	Hold	23,000	–	–	0.31%	39
2018 Q4	$755K	Buy	23,000 +2,250	+11%	+$76K	0.31%	39
2018 Q3	$740K	Hold	20,750	–	–	0.26%	41
2018 Q2	$739K	Hold	20,750	–	–	0.28%	39
2018 Q1	$716K	Buy	20,750 +6,750	+48%	+$240K	0.27%	38
2017 Q4	$529K	Buy	+14,000	New	+$524K	0.19%	40

Other funds holding UHAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Haverford Financial Services's UHAL Position: Q3 2020 in Review

Haverford Financial Services sold out of U-Haul Holding Co (UHAL) in Q3 2020, closing a stake of 29,230 shares — an estimated $883K sold.

Haverford Financial Services first reported a position in UHAL in Q4 2017 and held it in 11 quarters. The position peaked at $1.32M in Q4 2019. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

Haverford Financial Services reported no remaining U-Haul Holding Co position as of Q3 2020 after selling out during the quarter.
Haverford Financial Services sold 29,230 U-Haul Holding Co shares in Q3 2020, an estimated $883K.
Haverford Financial Services first reported a position in U-Haul Holding Co in Q4 2017 and held it in 11 quarters.
Haverford Financial Services's U-Haul Holding Co position peaked at $1.32M in Q4 2019.
234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on Haverford Financial Services's 13F filing for Q3 2020, filed 10 Nov 2020.