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Sandy Spring Bank’s U-Haul Holding Co UHAL Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-40
Closed -$1K – 1048
2020
Q3 		$1K Buy
+40
New +$1.36K ﹤0.01% 899

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

Sandy Spring Bank's UHAL Position: Q4 2020 in Review

Sandy Spring Bank sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 40 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in UHAL in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

  • Sandy Spring Bank reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 40 U-Haul Holding Co shares in Q4 2020, an estimated $1K.
  • Sandy Spring Bank first reported a position in U-Haul Holding Co in Q3 2020 and held it in 1 quarter.
  • Sandy Spring Bank's U-Haul Holding Co position peaked at $1K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Sandy Spring Bank's 13F filing for Q4 2020, filed 3 Feb 2021.