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Washington Trust’s U-Haul Holding Co UHAL Stock Holding History

Washington Trust’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
-20
Closed -$1K – 1003
2020
Q1 		$1K Buy
+20
New +$675 ﹤0.01% 929
2018
Q3 		– Sell
-10
Closed – – 769
2018
Q2 		$0 Buy
+10
New +$348 ﹤0.01% 967

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Washington Trust's UHAL Position: Q2 2020 in Review

Washington Trust sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 20 shares — an estimated $1K sold.

Washington Trust first reported a position in UHAL in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

  • Washington Trust reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
  • Washington Trust sold 20 U-Haul Holding Co shares in Q2 2020, an estimated $1K.
  • Washington Trust first reported a position in U-Haul Holding Co in Q2 2018 and held it in 2 quarters.
  • Washington Trust's U-Haul Holding Co position peaked at $1K in Q1 2020.
  • 239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on Washington Trust's 13F filing for Q2 2020, filed 4 Aug 2020.