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AGF Investments LLC’s U-Haul Holding Co UHAL Stock Holding History

AGF Investments LLC’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
2021
Q4 		– Sell
-5,430
Closed -$351K – 496
2021
Q3 		$351K Sell
5,430
-390
-7% -$24.4K 0.03% 259
2021
Q2 		$343K Buy
+5,820
New +$341K 0.04% 263
2020
Q3 		– Sell
-100
Closed -$3K – 612
2020
Q2 		$3K Sell
100
-23,670
-100% -$694K ﹤0.01% 552
2020
Q1 		$691K Sell
23,770
-250
-1% -$8.44K 0.09% 188
2019
Q4 		$903K Buy
24,020
+11,320
+89% +$430K 0.17% 175
2019
Q3 		$495K Buy
12,700
+4,300
+51% +$159K 0.12% 183
2019
Q2 		$318K Buy
8,400
+2,640
+46% +$101K 0.07% 268
2019
Q1 		$214K Buy
+5,760
New +$209K 0.05% 310

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
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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AGF Investments LLC's UHAL Position: Q4 2021 in Review

AGF Investments LLC sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 5,430 shares — an estimated $351K sold.

AGF Investments LLC first reported a position in UHAL in Q1 2019 and held it in 8 quarters. The position peaked at $903K in Q4 2019. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

  • AGF Investments LLC reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
  • AGF Investments LLC sold 5,430 U-Haul Holding Co shares in Q4 2021, an estimated $351K.
  • AGF Investments LLC first reported a position in U-Haul Holding Co in Q1 2019 and held it in 8 quarters.
  • AGF Investments LLC's U-Haul Holding Co position peaked at $903K in Q4 2019.
  • 329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on AGF Investments LLC's 13F filing for Q4 2021, filed 1 Feb 2022.