UH
UHAL icon

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

Unigestion Holding’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
2019
Q3 		– Sell
-47,590
Closed -$1.8M – 266
2019
Q2 		$1.8M Buy
47,590
+6,680
+16% +$254K 0.05% 155
2019
Q1 		$1.52M Buy
40,910
+2,600
+7% +$94.5K 0.04% 163
2018
Q4 		$1.26M Sell
38,310
-8,380
-18% -$283K 0.03% 214
2018
Q3 		$1.67M Buy
46,690
+3,080
+7% +$114K 0.04% 239
2018
Q2 		$1.55M Buy
+43,610
New +$1.52M 0.03% 235

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Unigestion Holding's UHAL Position: Q3 2019 in Review

Unigestion Holding sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 47,590 shares — an estimated $1.8M sold.

Unigestion Holding first reported a position in UHAL in Q2 2018 and held it in 5 quarters. The position peaked at $1.8M in Q2 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

  • Unigestion Holding reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
  • Unigestion Holding sold 47,590 U-Haul Holding Co shares in Q3 2019, an estimated $1.8M.
  • Unigestion Holding first reported a position in U-Haul Holding Co in Q2 2018 and held it in 5 quarters.
  • Unigestion Holding's U-Haul Holding Co position peaked at $1.8M in Q2 2019.
  • 219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on Unigestion Holding's 13F filing for Q3 2019, filed 4 Nov 2019.