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Highstreet Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Highstreet Asset Management’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
2019
Q4 		$374K Buy
+9,940
New +$377K 0.02% 301
2017
Q4 		– Sell
-130
Closed -$5K – 318
2017
Q3 		$5K Sell
130
-100
-43% -$3.74K ﹤0.01% 292
2017
Q2 		$8K Buy
+230
New +$8.34K ﹤0.01% 261

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Highstreet Asset Management's UHAL Position: Q4 2019 in Review

Highstreet Asset Management opened a new position in U-Haul Holding Co (UHAL) in Q4 2019: 9,940 shares worth $374K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings. This is a return to the name: Highstreet Asset Management previously reported a position in UHAL as recently as Q3 2017.

Highstreet Asset Management first reported a position in UHAL in Q2 2017 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold UHAL as of Q4 2019.

  • Highstreet Asset Management held 9,940 shares of U-Haul Holding Co worth $374K as of Q4 2019.
  • U-Haul Holding Co was a new Highstreet Asset Management position in Q4 2019.
  • U-Haul Holding Co made up 0.02% of Highstreet Asset Management's portfolio in Q4 2019, its #301 holding.
  • Highstreet Asset Management first reported a position in U-Haul Holding Co in Q2 2017 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2019.

Based on Highstreet Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.