1832 Asset Management
UHAL icon

1832 Asset Management’s U-Haul Holding Co UHAL Stock Holding History

1832 Asset 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
2023
Q1 		– Sell
-12,571
Closed -$757K – 978
2022
Q4 		$757K Buy
12,571
+981
+8% +$56.4K ﹤0.01% 644
2022
Q3 		$590K Sell
11,590
-800
-6% -$41.9K ﹤0.01% 641
2022
Q2 		$593K Sell
12,390
-220
-2% -$11.4K ﹤0.01% 641
2022
Q1 		$742K Buy
+12,610
New +$777K ﹤0.01% 648

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

1832 Asset Management's UHAL Position: Q1 2023 in Review

1832 Asset Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 12,571 shares — an estimated $757K sold.

1832 Asset Management first reported a position in UHAL in Q1 2022 and held it in 4 quarters. The position peaked at $757K in Q4 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • 1832 Asset Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • 1832 Asset Management sold 12,571 U-Haul Holding Co shares in Q1 2023, an estimated $757K.
  • 1832 Asset Management first reported a position in U-Haul Holding Co in Q1 2022 and held it in 4 quarters.
  • 1832 Asset Management's U-Haul Holding Co position peaked at $757K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on 1832 Asset Management's 13F filing for Q1 2023, filed 12 May 2023.