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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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return