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Perpetual Ltd’s U-Haul Holding Co UHAL Stock Holding History

Perpetual Ltd’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 		$8.62M Buy
242,080
+151,050
+166% +$5.15M 0.62% 46
2020
Q2 		$2.75M Hold
91,030
– – 0.26% 99
2020
Q1 		$2.65M Buy
+91,030
New +$3.07M 0.37% 106

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

Perpetual Ltd's UHAL Position: Q3 2020 in Review

Perpetual Ltd increased its U-Haul Holding Co (UHAL) stake by 166% in Q3 2020, buying an estimated $5.15M and bringing the position to 242,080 shares worth $8.62M. The position accounts for 0.62% of the portfolio, ranked #46.

Perpetual Ltd first reported a position in UHAL in Q1 2020 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

  • Perpetual Ltd held 242,080 shares of U-Haul Holding Co worth $8.62M as of Q3 2020.
  • Perpetual Ltd bought 151,050 U-Haul Holding Co shares in Q3 2020, an estimated $5.15M.
  • U-Haul Holding Co made up 0.62% of Perpetual Ltd's portfolio in Q3 2020, its #46 holding.
  • Perpetual Ltd first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.