Quantitative Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Quantitative Investment Management’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	-4,490	Closed	-$203K	–	673
2020 Q4	$203K	Sell	4,490 -3,540	-44%	-$141K	0.02%	425
2020 Q3	$285K	Sell	8,030 -6,230	-44%	-$212K	0.02%	325
2020 Q2	$430K	Sell	14,260 -210	-1%	-$6.15K	0.04%	367
2020 Q1	$420K	Buy	+14,470	New	+$489K	0.05%	353
2019 Q4	–	Sell	-34,830	Closed	-$1.36M	–	780
2019 Q3	$1.36M	Sell	34,830 -17,160	-33%	-$634K	0.07%	306
2019 Q2	$1.97M	Buy	51,990 +28,990	+126%	+$1.1M	0.08%	291
2019 Q1	$854K	Buy	+23,000	New	+$836K	0.05%	396
2018 Q4	–	Sell	-6,000	Closed	-$213K	–	826
2018 Q3	$213K	Buy	+6,000	New	+$221K	0.01%	582
2018 Q1	–	Sell	-40,000	Closed	-$1.51M	–	935
2017 Q4	$1.51M	Buy	+40,000	New	+$1.5M	0.02%	558

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

Quantitative Investment Management's UHAL Position: Q1 2021 in Review

Quantitative Investment Management sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 4,490 shares — an estimated $203K sold.

Quantitative Investment Management first reported a position in UHAL in Q4 2017 and held it in 9 quarters. The position peaked at $1.97M in Q2 2019. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

Quantitative Investment Management reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
Quantitative Investment Management sold 4,490 U-Haul Holding Co shares in Q1 2021, an estimated $203K.
Quantitative Investment Management first reported a position in U-Haul Holding Co in Q4 2017 and held it in 9 quarters.
Quantitative Investment Management's U-Haul Holding Co position peaked at $1.97M in Q2 2019.
276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on Quantitative Investment Management's 13F filing for Q1 2021, filed 17 May 2021.