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Rational Advisors’s U-Haul Holding Co UHAL Stock Holding History

Rational Advisors’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
-2,170
Closed -$99K – 240
2020
Q4 		$99K Buy
+2,170
New +$86.5K 0.03% 162
2018
Q2 		– Sell
-50,320
Closed -$1.74M – 563
2018
Q1 		$1.74M Buy
+50,320
New +$1.79M 0.82% 28

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Rational Advisors's UHAL Position: Q1 2021 in Review

Rational Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 2,170 shares — an estimated $99K sold.

Rational Advisors first reported a position in UHAL in Q1 2018 and held it in 2 quarters. The position peaked at $1.74M in Q1 2018. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

  • Rational Advisors reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
  • Rational Advisors sold 2,170 U-Haul Holding Co shares in Q1 2021, an estimated $99K.
  • Rational Advisors first reported a position in U-Haul Holding Co in Q1 2018 and held it in 2 quarters.
  • Rational Advisors's U-Haul Holding Co position peaked at $1.74M in Q1 2018.
  • 276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.