Andra AP-fonden’s U-Haul Holding Co UHAL Stock Holding History

Andra AP-fonden’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 Q4	–	Sell	-79,000	Closed	-$4.02M	–	590
2022 Q3	$4.02M	Sell	79,000 -28,000	-26%	-$1.47M	0.13%	345
2022 Q2	$5.12M	Buy	+107,000	New	+$5.53M	0.15%	316
2021 Q4	$11.7M	Buy	161,000 +30,000	+23%	+$2.16M	0.24%	156
2021 Q3	$8.46M	Sell	131,000 -5,000	-4%	-$313K	0.17%	270
2021 Q2	$8.02M	Buy	136,000 +24,000	+21%	+$1.41M	0.16%	297
2021 Q1	$6.86M	Buy	112,000 +30,000	+37%	+$1.6M	0.15%	335
2020 Q4	$3.72M	Buy	82,000 +26,000	+46%	+$1.04M	0.08%	496
2020 Q3	$1.99M	Sell	56,000 -19,000	-25%	-$647K	0.05%	567
2020 Q2	$2.27M	Sell	75,000 -28,000	-27%	-$820K	0.07%	584
2020 Q1	$2.99M	Buy	103,000 +18,000	+21%	+$608K	0.11%	500
2019 Q4	$3.19M	Sell	85,000 -23,000	-21%	-$873K	0.09%	544
2019 Q3	$4.21M	Buy	108,000 +3,000	+3%	+$111K	0.13%	434
2019 Q2	$3.98M	Buy	105,000 +9,000	+9%	+$343K	0.11%	480
2019 Q1	$3.57M	Buy	+96,000	New	+$3.49M	0.1%	509
2018 Q3	$3.78M	Sell	106,000 -13,000	-11%	-$480K	0.1%	502
2018 Q2	$4.24M	Sell	119,000 -1,000	-0.8%	-$34.8K	0.11%	454
2018 Q1	$4.14M	Buy	120,000 +95,000	+380%	+$3.38M	0.11%	495
2017 Q4	$945K	Sell	25,000 -10,000	-29%	-$374K	0.02%	650
2017 Q3	$1.31M	Hold	35,000	–	–	0.03%	612
2017 Q2	$1.28M	Buy	35,000 +5,000	+17%	+$181K	0.03%	605
2017 Q1	$1.14K	Buy	30,000 +3,000	+11%	+$113K	0.03%	578
2016 Q4	$998K	Sell	27,000 -7,000	-21%	-$240K	0.03%	585
2016 Q3	$1.1M	Buy	34,000 +3,000	+10%	+$107K	0.03%	546
2016 Q2	$1.16M	Sell	31,000 -4,000	-11%	-$145K	0.03%	606
2016 Q1	$1.25M	Sell	35,000 -18,000	-34%	-$626K	0.03%	599
2015 Q4	$2.06M	Buy	+53,000	New	+$2.14M	0.06%	471

Other funds holding UHAL

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

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return