TCW Group’s U-Haul Holding Co UHAL Stock Holding History

TCW 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 Q2	–	Sell	-142,240	Closed	-$4.13M	–	313
2020 Q1	$4.13M	Buy	+142,240	New	+$4.8M	0.06%	166
2017 Q3	–	Sell	-144,810	Closed	-$5.3M	–	400
2017 Q2	$5.3M	Buy	144,810 +6,000	+4%	+$218K	0.04%	171
2017 Q1	$5.29M	Hold	138,810	–	–	0.04%	163
2016 Q4	$5.13M	Buy	+138,810	New	+$4.76M	0.04%	195

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

TCW Group's UHAL Position: Q2 2020 in Review

TCW Group sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 142,240 shares — an estimated $4.13M sold.

TCW Group first reported a position in UHAL in Q4 2016 and held it in 4 quarters. The position peaked at $5.3M in Q2 2017. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

TCW Group reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
TCW Group sold 142,240 U-Haul Holding Co shares in Q2 2020, an estimated $4.13M.
TCW Group first reported a position in U-Haul Holding Co in Q4 2016 and held it in 4 quarters.
TCW Group's U-Haul Holding Co position peaked at $5.3M in Q2 2017.
239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on TCW Group's 13F filing for Q2 2020, filed 5 Aug 2020.