Hexavest’s U-Haul Holding Co UHAL Stock Holding History

Hexavest’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	-260	Closed	-$9K	–	394
2020 Q3	$9K	Hold	260	–	–	﹤0.01%	367
2020 Q2	$8K	Hold	260	–	–	﹤0.01%	387
2020 Q1	$8K	Buy	+260	New	+$8.78K	﹤0.01%	411

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

Hexavest's UHAL Position: Q4 2020 in Review

Hexavest sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 260 shares — an estimated $9K sold.

Hexavest first reported a position in UHAL in Q1 2020 and held it in 3 quarters. The position peaked at $9K in Q3 2020. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

Hexavest reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
Hexavest sold 260 U-Haul Holding Co shares in Q4 2020, an estimated $9K.
Hexavest first reported a position in U-Haul Holding Co in Q1 2020 and held it in 3 quarters.
Hexavest's U-Haul Holding Co position peaked at $9K in Q3 2020.
260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Hexavest's 13F filing for Q4 2020, filed 11 Jan 2021.