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ALPS Advisors’s U-Haul Holding Co UHAL Stock Holding History

ALPS Advisors’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
Q1 		– Sell
-5,580
Closed -$405K – 967
2021
Q4 		$405K Buy
5,580
+70
+1% +$5.04K ﹤0.01% 644
2021
Q3 		$356K Buy
+5,510
New +$345K ﹤0.01% 698
2016
Q1 		– Sell
-12,150
Closed -$473K – 756
2015
Q4 		$473K Sell
12,150
-1,000
-8% -$40.4K ﹤0.01% 504
2015
Q3 		$5.17K Sell
13,150
-3,140
-19% -$114K 0.01% 311
2015
Q2 		$533K Buy
16,290
+260
+2% +$8.5K ﹤0.01% 434
2015
Q1 		$530K Sell
16,030
-3,580
-18% -$111K ﹤0.01% 388
2014
Q4 		$557K Sell
19,610
-2,680
-12% -$72.6K ﹤0.01% 368
2014
Q3 		$584K Sell
22,290
-2,050
-8% -$56.7K ﹤0.01% 361
2014
Q2 		$708K Buy
24,340
+680
+3% +$18K 0.01% 202
2014
Q1 		$549K Sell
23,660
-2,380
-9% -$55K 0.01% 509
2013
Q4 		$580K Buy
26,040
+12,600
+94% +$271K 0.01% 228
2013
Q3 		$247K Buy
+13,440
New +$232K ﹤0.01% 488

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return