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UHAL icon

TOBAM’s U-Haul Holding Co UHAL Stock Holding History

TOBAM’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
Q2 		– Sell
-760
Closed -$47K – 446
2021
Q1 		$47K Sell
760
-50,910
-99% -$2.71M ﹤0.01% 347
2020
Q4 		$2.35M Sell
51,670
-22,910
-31% -$913K 0.1% 106
2020
Q3 		$2.65M Buy
74,580
+13,590
+22% +$463K 0.13% 102
2020
Q2 		$1.84M Sell
60,990
-4,540
-7% -$133K 0.12% 96
2020
Q1 		$1.9M Buy
65,530
+23,320
+55% +$788K 0.15% 85
2019
Q4 		$1.59M Buy
42,210
+8,600
+26% +$326K 0.1% 89
2019
Q3 		$1.31M Buy
33,610
+5,110
+18% +$189K 0.08% 88
2019
Q2 		$1.08M Sell
28,500
-9,010
-24% -$343K 0.06% 89
2019
Q1 		$1.39M Buy
37,510
+7,450
+25% +$271K 0.07% 99
2018
Q4 		$986K Sell
30,060
-24,010
-44% -$811K 0.05% 118
2018
Q3 		$1.93M Buy
54,070
+4,280
+9% +$158K 0.08% 118
2018
Q2 		$1.77M Buy
49,790
+10,730
+27% +$373K 0.07% 116
2018
Q1 		$1.35M Buy
39,060
+18,750
+92% +$667K 0.06% 134
2017
Q4 		$768K Sell
20,310
-25,410
-56% -$950K 0.03% 142
2017
Q3 		$1.71M Buy
45,720
+37,450
+453% +$1.4M 0.06% 121
2017
Q2 		$303K Buy
+8,270
New +$300K 0.01% 132
2016
Q2 		– Sell
-7,510
Closed -$268K – 132
2016
Q1 		$268K Buy
7,510
+1,770
+31% +$61.6K 0.01% 116
2015
Q4 		$224K Buy
+5,740
New +$232K 0.01% 106

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

TOBAM's UHAL Position: Q2 2021 in Review

TOBAM sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 760 shares — an estimated $47K sold.

TOBAM first reported a position in UHAL in Q4 2015 and held it in 18 quarters. The position peaked at $2.65M in Q3 2020. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

  • TOBAM reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
  • TOBAM sold 760 U-Haul Holding Co shares in Q2 2021, an estimated $47K.
  • TOBAM first reported a position in U-Haul Holding Co in Q4 2015 and held it in 18 quarters.
  • TOBAM's U-Haul Holding Co position peaked at $2.65M in Q3 2020.
  • 281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on TOBAM's 13F filing for Q2 2021, filed 11 Aug 2021.