Truist Financial’s U-Haul Holding Co UHAL Stock Holding History

Truist Financial’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	-45,940	Closed	-$1.33M	–	2586
2020 Q1	$1.33M	Buy	+45,940	New	+$1.55M	﹤0.01%	1142
2016 Q1	–	Sell	-5,360	Closed	-$209K	–	813
2015 Q4	$209K	Sell	5,360 -320	-6%	-$12.9K	0.01%	718
2015 Q3	$223K	Buy	+5,680	New	+$206K	0.01%	727
2015 Q2	–	Sell	-7,080	Closed	-$234K	–	852
2015 Q1	$234K	Sell	7,080 -460	-6%	-$14.2K	0.01%	732
2014 Q4	$215K	Sell	7,540 -3,130	-29%	-$84.8K	0.01%	739
2014 Q3	$280K	Sell	10,670 -1,970	-16%	-$54.5K	0.01%	637
2014 Q2	$368K	Sell	12,640 -250	-2%	-$6.61K	0.01%	583
2014 Q1	$299K	Sell	12,890 -1,530	-11%	-$35.4K	0.01%	635
2013 Q4	$343K	Sell	14,420 -1,240	-8%	-$26.6K	0.01%	591
2013 Q3	$289K	Sell	15,660 -3,430	-18%	-$59.2K	0.01%	620
2013 Q2	$310K	Buy	+19,090	New	+$317K	0.01%	592

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Truist Financial's UHAL Position: Q2 2020 in Review

Truist Financial sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 45,940 shares — an estimated $1.33M sold.

Truist Financial first reported a position in UHAL in Q2 2013 and held it in 11 quarters. The position peaked at $1.33M in Q1 2020. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

Truist Financial reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
Truist Financial sold 45,940 U-Haul Holding Co shares in Q2 2020, an estimated $1.33M.
Truist Financial first reported a position in U-Haul Holding Co in Q2 2013 and held it in 11 quarters.
Truist Financial's U-Haul Holding Co position peaked at $1.33M in Q1 2020.
239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on Truist Financial's 13F filing for Q2 2020, filed 14 Aug 2020.