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John G. Ullman & Associates’s U-Haul Holding Co UHAL Stock Holding History

John G. Ullman & Associates’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
Q2 		– Sell
-57,500
Closed -$1.67M – 118
2020
Q1 		$1.67M Buy
57,500
+17,000
+42% +$574K 0.44% 51
2019
Q4 		$1.52M Buy
+40,500
New +$1.54M 0.26% 75

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

John G. Ullman & Associates's UHAL Position: Q2 2020 in Review

John G. Ullman & Associates sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 57,500 shares — an estimated $1.67M sold.

John G. Ullman & Associates first reported a position in UHAL in Q4 2019 and held it in 2 quarters. The position peaked at $1.67M in Q1 2020. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

  • John G. Ullman & Associates reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
  • John G. Ullman & Associates sold 57,500 U-Haul Holding Co shares in Q2 2020, an estimated $1.67M.
  • John G. Ullman & Associates first reported a position in U-Haul Holding Co in Q4 2019 and held it in 2 quarters.
  • John G. Ullman & Associates's U-Haul Holding Co position peaked at $1.67M in Q1 2020.
  • 239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on John G. Ullman & Associates's 13F filing for Q2 2020, filed 29 Jul 2020.