Pegasus Partners’s U-Haul Holding Co UHAL Stock Holding History

Pegasus Partners’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 Q1	–	Sell	-6,090	Closed	-$229K	–	163
2019 Q4	$229K	Sell	6,090 -7,320	-55%	-$278K	0.07%	158
2019 Q3	$523K	Sell	13,410 -38,900	-74%	-$1.44M	0.18%	119
2019 Q2	$1.98M	Sell	52,310 -30,470	-37%	-$1.16M	0.6%	34
2019 Q1	$3.08M	Buy	82,780 +26,390	+47%	+$959K	0.9%	27
2018 Q4	$1.85M	Sell	56,390 -72,400	-56%	-$2.45M	0.55%	44
2018 Q3	$4.59M	Sell	128,790 -2,610	-2%	-$96.3K	1.01%	20
2018 Q2	$4.68M	Sell	131,400 -15,840	-11%	-$551K	1.08%	18
2018 Q1	$5.08M	Buy	147,240 +51,330	+54%	+$1.82M	1.11%	18
2017 Q4	$3.63M	Sell	95,910 -36,180	-27%	-$1.35M	0.74%	41
2017 Q3	$4.95M	Buy	132,090 +66,020	+100%	+$2.47M	1.13%	20
2017 Q2	$2.42M	Buy	+66,070	New	+$2.4M	0.64%	58

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Pegasus Partners's UHAL Position: Q1 2020 in Review

Pegasus Partners sold out of U-Haul Holding Co (UHAL) in Q1 2020, closing a stake of 6,090 shares — an estimated $229K sold.

Pegasus Partners first reported a position in UHAL in Q2 2017 and held it in 11 quarters. The position peaked at $5.08M in Q1 2018. 244 funds tracked by Wall St. Rank hold UHAL as of Q1 2020.

Pegasus Partners reported no remaining U-Haul Holding Co position as of Q1 2020 after selling out during the quarter.
Pegasus Partners sold 6,090 U-Haul Holding Co shares in Q1 2020, an estimated $229K.
Pegasus Partners first reported a position in U-Haul Holding Co in Q2 2017 and held it in 11 quarters.
Pegasus Partners's U-Haul Holding Co position peaked at $5.08M in Q1 2018.
244 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2020.

Based on Pegasus Partners's 13F filing for Q1 2020, filed 11 May 2020.