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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 		$1.14M 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Andra AP-fonden's UHAL Position: Q4 2022 in Review

Andra AP-fonden sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 79,000 shares — an estimated $4.02M sold.

Andra AP-fonden first reported a position in UHAL in Q4 2015 and held it in 26 quarters. The position peaked at $11.7M in Q4 2021. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Andra AP-fonden reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Andra AP-fonden sold 79,000 U-Haul Holding Co shares in Q4 2022, an estimated $4.02M.
  • Andra AP-fonden first reported a position in U-Haul Holding Co in Q4 2015 and held it in 26 quarters.
  • Andra AP-fonden's U-Haul Holding Co position peaked at $11.7M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Andra AP-fonden's 13F filing for Q4 2022, filed 13 Feb 2023.