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PA Capital’s U-Haul Holding Co UHAL Stock Holding History

PA Capital’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
Q3 		$478K Sell
13,430
-6,000
-31% -$204K 0.34% 103
2020
Q2 		$587K Buy
+19,430
New +$569K 0.42% 85

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

PA Capital's UHAL Position: Q3 2020 in Review

PA Capital reduced its U-Haul Holding Co (UHAL) stake by 31% in Q3 2020, selling an estimated $204K and leaving 13,430 shares worth $478K. The position accounts for 0.34% of the portfolio, ranked #103.

PA Capital first reported a position in UHAL in Q2 2020 and has held it in 2 quarters since. The position peaked at $587K in Q2 2020. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

  • PA Capital held 13,430 shares of U-Haul Holding Co worth $478K as of Q3 2020.
  • PA Capital sold 6,000 U-Haul Holding Co shares in Q3 2020, an estimated $204K.
  • U-Haul Holding Co made up 0.34% of PA Capital's portfolio in Q3 2020, its #103 holding.
  • PA Capital first reported a position in U-Haul Holding Co in Q2 2020 and has held it in 2 quarters since.
  • PA Capital's U-Haul Holding Co position peaked at $587K in Q2 2020.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.