Meag Munich Ergo’s U-Haul Holding Co UHAL Stock Holding History

Meag Munich Ergo’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 Q3	–	Sell	-2,710	Closed	-$160K	–	319
2021 Q2	$160K	Sell	2,710 -100	-4%	-$5.86K	0.02%	317
2021 Q1	$172K	Buy	+2,810	New	+$149K	0.02%	312
2019 Q3	–	Sell	-5,320	Closed	-$201K	–	532
2019 Q2	$201K	Buy	+5,320	New	+$203K	0.02%	507

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Meag Munich Ergo's UHAL Position: Q3 2021 in Review

Meag Munich Ergo sold out of U-Haul Holding Co (UHAL) in Q3 2021, closing a stake of 2,710 shares — an estimated $160K sold.

Meag Munich Ergo first reported a position in UHAL in Q2 2019 and held it in 3 quarters. The position peaked at $201K in Q2 2019. 291 funds tracked by Wall St. Rank hold UHAL as of Q3 2021.

Meag Munich Ergo reported no remaining U-Haul Holding Co position as of Q3 2021 after selling out during the quarter.
Meag Munich Ergo sold 2,710 U-Haul Holding Co shares in Q3 2021, an estimated $160K.
Meag Munich Ergo first reported a position in U-Haul Holding Co in Q2 2019 and held it in 3 quarters.
Meag Munich Ergo's U-Haul Holding Co position peaked at $201K in Q2 2019.
291 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2021.

Based on Meag Munich Ergo's 13F filing for Q3 2021, filed 13 Oct 2021.