AMP Capital Investors’s U-Haul Holding Co UHAL Stock Holding History

AMP Capital Investors’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	-75,600	Closed	-$4.89M	–	936
2021 Q3	$4.89M	Buy	75,600 +14,630	+24%	+$917K	0.03%	554
2021 Q2	$3.59M	Buy	60,970 +6,380	+12%	+$374K	0.02%	673
2021 Q1	$3.34M	Sell	54,590 -23,360	-30%	-$1.24M	0.02%	696
2020 Q4	$3.53M	Sell	77,950 -14,760	-16%	-$588K	0.02%	661
2020 Q3	$3.27M	Buy	92,710 +50,000	+117%	+$1.7M	0.02%	644
2020 Q2	$1.29M	Buy	42,710 +22,560	+112%	+$661K	0.01%	785
2020 Q1	$596K	Hold	20,150	–	–	﹤0.01%	858
2019 Q4	$753K	Hold	20,150	–	–	﹤0.01%	906
2019 Q3	$791K	Buy	20,150 +1,760	+10%	+$65K	﹤0.01%	911
2019 Q2	$692K	Hold	18,390	–	–	﹤0.01%	940
2019 Q1	$680K	Sell	18,390 -870	-5%	-$31.6K	﹤0.01%	922
2018 Q4	$634K	Hold	19,260	–	–	﹤0.01%	911
2018 Q3	$675K	Buy	19,260 +330	+2%	+$12.2K	﹤0.01%	935
2018 Q2	$675K	Sell	18,930 -34,340	-64%	-$1.19M	﹤0.01%	947
2018 Q1	$1.83M	Buy	53,270 +34,340	+181%	+$1.22M	0.01%	778
2017 Q4	$715K	Sell	18,930 -1,000	-5%	-$37.4K	﹤0.01%	967
2017 Q3	$746K	Hold	19,930	–	–	﹤0.01%	938
2017 Q2	$704K	Buy	19,930 +2,000	+11%	+$72.5K	﹤0.01%	922
2017 Q1	$681K	Hold	17,930	–	–	﹤0.01%	929
2016 Q4	$664K	Sell	17,930 -1,070	-6%	-$36.7K	﹤0.01%	945
2016 Q3	$613K	Sell	19,000 -21,000	-53%	-$750K	﹤0.01%	949
2016 Q2	$1.49M	Hold	40,000	–	–	0.01%	770
2016 Q1	$1.38M	Buy	40,000 +21,000	+111%	+$731K	0.01%	777
2015 Q4	$738K	Buy	+19,000	New	+$768K	0.01%	910
2015 Q1	–	Sell	-7,930	Closed	-$229K	–	1203
2014 Q4	$229K	Sell	7,930 -16,450	-67%	-$446K	﹤0.01%	1101
2014 Q3	$650K	Hold	24,380	–	–	﹤0.01%	961
2014 Q2	$695K	Buy	+24,380	New	+$644K	﹤0.01%	968
2014 Q1	–	Sell	-70,000	Closed	-$1.64M	–	1258
2013 Q4	$1.64M	Buy	+70,000	New	+$1.5M	0.01%	770

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMP Capital Investors's UHAL Position: Q4 2021 in Review

AMP Capital Investors sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 75,600 shares — an estimated $4.89M sold.

AMP Capital Investors first reported a position in UHAL in Q4 2013 and held it in 28 quarters. The position peaked at $4.89M in Q3 2021. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

AMP Capital Investors reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
AMP Capital Investors sold 75,600 U-Haul Holding Co shares in Q4 2021, an estimated $4.89M.
AMP Capital Investors first reported a position in U-Haul Holding Co in Q4 2013 and held it in 28 quarters.
AMP Capital Investors's U-Haul Holding Co position peaked at $4.89M in Q3 2021.
329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on AMP Capital Investors's 13F filing for Q4 2021, filed 14 Feb 2022.