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Private Advisor Group’s U-Haul Holding Co UHAL Stock Holding History

Private Advisor Group’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 		– Sell
-700
Closed -$21K – 3313
2020
Q2 		$21K Buy
+700
New +$20.5K ﹤0.01% 2565

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

Private Advisor Group's UHAL Position: Q3 2020 in Review

Private Advisor Group sold out of U-Haul Holding Co (UHAL) in Q3 2020, closing a stake of 700 shares — an estimated $21K sold.

Private Advisor Group first reported a position in UHAL in Q2 2020 and held it in 1 quarter. The position peaked at $21K in Q2 2020. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

  • Private Advisor Group reported no remaining U-Haul Holding Co position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 700 U-Haul Holding Co shares in Q3 2020, an estimated $21K.
  • Private Advisor Group first reported a position in U-Haul Holding Co in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's U-Haul Holding Co position peaked at $21K in Q2 2020.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.