TCM
UHAL icon

Tran Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Tran Capital Management’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
-16,150
Closed -$575K – 68
2020
Q3 		$575K Sell
16,150
-6,750
-29% -$230K 0.06% 53
2020
Q2 		$692K Sell
22,900
-68,590
-75% -$2.01M 0.08% 51
2020
Q1 		$2.66M Sell
91,490
-455,390
-83% -$15.4M 0.39% 42
2019
Q4 		$20.6M Buy
+546,880
New +$20.8M 2.38% 21

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

Tran Capital Management's UHAL Position: Q4 2020 in Review

Tran Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 16,150 shares — an estimated $575K sold.

Tran Capital Management first reported a position in UHAL in Q4 2019 and held it in 4 quarters. The position peaked at $20.6M in Q4 2019. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

  • Tran Capital Management reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
  • Tran Capital Management sold 16,150 U-Haul Holding Co shares in Q4 2020, an estimated $575K.
  • Tran Capital Management first reported a position in U-Haul Holding Co in Q4 2019 and held it in 4 quarters.
  • Tran Capital Management's U-Haul Holding Co position peaked at $20.6M in Q4 2019.
  • 260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Tran Capital Management's 13F filing for Q4 2020, filed 26 Jan 2021.