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Alberta Investment Management Corp (AIMCo)’s U-Haul Holding Co UHAL Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
-5,498
Closed -$331K – 1299
2022
Q4 		$331K Sell
5,498
-130,872
-96% -$7.53M ﹤0.01% 971
2022
Q3 		$6.94M Hold
136,370
– – 0.05% 393
2022
Q2 		$6.52M Buy
136,370
+2,420
+2% +$125K 0.05% 418
2022
Q1 		$8M Buy
133,950
+44,190
+49% +$2.72M 0.05% 410
2021
Q4 		$6.52M Buy
89,760
+31,760
+55% +$2.29M 0.04% 405
2021
Q3 		$3.75M Buy
58,000
+1,000
+2% +$62.7K 0.03% 493
2021
Q2 		$3.36M Sell
57,000
-15,000
-21% -$879K 0.03% 519
2021
Q1 		$4.41M Buy
72,000
+55,000
+324% +$2.93M 0.04% 389
2020
Q4 		$772K Buy
+17,000
New +$677K 0.01% 722
2020
Q3 		– Sell
-66,000
Closed -$1.99M – 1140
2020
Q2 		$1.99M Buy
66,000
+33,000
+100% +$967K 0.02% 515
2020
Q1 		$959K Buy
+33,000
New +$1.11M 0.02% 575
2014
Q1 		– Sell
-232,900
Closed -$5.54M – 505
2013
Q4 		$5.54M Sell
232,900
-286,750
-55% -$6.16M 0.07% 329
2013
Q3 		$9.57M Buy
+519,650
New +$8.97M 0.13% 249

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

Alberta Investment Management Corp (AIMCo)'s UHAL Position: Q1 2023 in Review

Alberta Investment Management Corp (AIMCo) sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 5,498 shares — an estimated $331K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in UHAL in Q3 2013 and held it in 13 quarters. The position peaked at $9.57M in Q3 2013. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Alberta Investment Management Corp (AIMCo) reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 5,498 U-Haul Holding Co shares in Q1 2023, an estimated $331K.
  • Alberta Investment Management Corp (AIMCo) first reported a position in U-Haul Holding Co in Q3 2013 and held it in 13 quarters.
  • Alberta Investment Management Corp (AIMCo)'s U-Haul Holding Co position peaked at $9.57M in Q3 2013.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2023, filed 15 May 2023.