Marshall Wace North America’s U-Haul Holding Co UHAL Stock Holding History

Marshall Wace North America’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
2021 Q2	–	Sell	-4,430	Closed	-$272K	–	1789
2021 Q1	$272K	Sell	4,430 -4,590	-51%	-$244K	﹤0.01%	1337
2020 Q4	$410K	Buy	+9,020	New	+$359K	﹤0.01%	1121
2020 Q3	–	Sell	-55,130	Closed	-$1.67M	–	1478
2020 Q2	$1.67M	Buy	+55,130	New	+$1.62M	0.01%	632

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Marshall Wace North America's UHAL Position: Q2 2021 in Review

Marshall Wace North America sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 4,430 shares — an estimated $272K sold.

Marshall Wace North America first reported a position in UHAL in Q2 2020 and held it in 3 quarters. The position peaked at $1.67M in Q2 2020. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

Marshall Wace North America reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 4,430 U-Haul Holding Co shares in Q2 2021, an estimated $272K.
Marshall Wace North America first reported a position in U-Haul Holding Co in Q2 2020 and held it in 3 quarters.
Marshall Wace North America's U-Haul Holding Co position peaked at $1.67M in Q2 2020.
281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.