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Advisory Research’s U-Haul Holding Co UHAL Stock Holding History

Advisory Research’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
2022
Q2 		– Sell
-5,490
Closed -$328K – 432
2022
Q1 		$328K Sell
5,490
-870
-14% -$53.6K 0.03% 296
2021
Q4 		$462K Sell
6,360
-50
-0.8% -$3.6K 0.04% 259
2021
Q3 		$414K Sell
6,410
-110
-2% -$6.9K 0.03% 263
2021
Q2 		$384K Sell
6,520
-250
-4% -$14.7K 0.03% 291
2021
Q1 		$415K Buy
6,770
+620
+10% +$33K 0.03% 283
2020
Q4 		$279K Buy
+6,150
New +$245K 0.02% 297
2017
Q1 		– Sell
-11,760
Closed -$435K – 417
2016
Q4 		$435K Hold
11,760
– – 0.01% 325
2016
Q3 		$381K Hold
11,760
– – 0.01% 223
2016
Q2 		$440K Sell
11,760
-15,900
-57% -$575K 0.01% 214
2016
Q1 		$988K Sell
27,660
-1,300
-4% -$45.2K 0.02% 180
2015
Q4 		$1.13M Sell
28,960
-470,230
-94% -$19M 0.02% 191
2015
Q3 		$19.6M Sell
499,190
-1,329,470
-73% -$48.3M 0.28% 96
2015
Q2 		$59.8M Sell
1,828,660
-90,250
-5% -$2.95M 0.68% 38
2015
Q1 		$63.4M Sell
1,918,910
-117,050
-6% -$3.62M 0.69% 37
2014
Q4 		$57.9M Sell
2,035,960
-32,690
-2% -$886K 0.6% 51
2014
Q3 		$54.2M Sell
2,068,650
-87,220
-4% -$2.41M 0.52% 60
2014
Q2 		$62.7M Sell
2,155,870
-52,580
-2% -$1.39M 0.58% 56
2014
Q1 		$51.3M Sell
2,208,450
-59,780
-3% -$1.38M 0.53% 56
2013
Q4 		$53.9M Sell
2,268,230
-285,370
-11% -$6.13M 0.56% 60
2013
Q3 		$47M Sell
2,553,600
-470,530
-16% -$8.12M 0.51% 60
2013
Q2 		$49M Buy
+3,024,130
New +$50.2M 0.55% 59

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Advisory Research's UHAL Position: Q2 2022 in Review

Advisory Research sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 5,490 shares — an estimated $328K sold.

Advisory Research first reported a position in UHAL in Q2 2013 and held it in 21 quarters. The position peaked at $63.4M in Q1 2015. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

  • Advisory Research reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
  • Advisory Research sold 5,490 U-Haul Holding Co shares in Q2 2022, an estimated $328K.
  • Advisory Research first reported a position in U-Haul Holding Co in Q2 2013 and held it in 21 quarters.
  • Advisory Research's U-Haul Holding Co position peaked at $63.4M in Q1 2015.
  • 290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.