O'Brien Greene & Co’s U-Haul Holding Co UHAL Stock Holding History

O'Brien Greene & Co’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 Q1	–	Sell	-23,450	Closed	-$1.06M	–	140
2020 Q4	$1.06M	Hold	23,450	–	–	0.44%	53
2020 Q3	$835K	Hold	23,450	–	–	0.4%	54
2020 Q2	$709K	Hold	23,450	–	–	0.38%	58
2020 Q1	$682K	Hold	23,450	–	–	0.45%	51
2019 Q4	$882K	Hold	23,450	–	–	0.45%	57
2019 Q3	$915K	Buy	23,450 +3,000	+15%	+$111K	0.49%	47
2019 Q2	$774K	Sell	20,450 -1,000	-5%	-$38.1K	0.41%	57
2019 Q1	$797K	Sell	21,450 -54,190	-72%	-$1.97M	0.4%	56
2018 Q4	$2.48M	Buy	+75,640	New	+$2.56M	1.48%	31

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

O'Brien Greene & Co's UHAL Position: Q1 2021 in Review

O'Brien Greene & Co sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 23,450 shares — an estimated $1.06M sold.

O'Brien Greene & Co first reported a position in UHAL in Q4 2018 and held it in 9 quarters. The position peaked at $2.48M in Q4 2018. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

O'Brien Greene & Co reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
O'Brien Greene & Co sold 23,450 U-Haul Holding Co shares in Q1 2021, an estimated $1.06M.
O'Brien Greene & Co first reported a position in U-Haul Holding Co in Q4 2018 and held it in 9 quarters.
O'Brien Greene & Co's U-Haul Holding Co position peaked at $2.48M in Q4 2018.
276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on O'Brien Greene & Co's 13F filing for Q1 2021, filed 12 May 2021.