APG Asset Management’s U-Haul Holding Co UHAL Stock Holding History

APG Asset Management’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	-25,150	Closed	-$1.51M	–	802
2022 Q4	$1.51M	Sell	25,150 -303,350	-92%	-$17.5M	﹤0.01%	658
2022 Q3	$17.1M	Sell	328,500 -200,500	-38%	-$10.5M	0.04%	333
2022 Q2	$24.2M	Sell	529,000 -33,000	-6%	-$1.71M	0.06%	307
2022 Q1	$30.2M	Sell	562,000 -6,000	-1%	-$370K	0.06%	305
2021 Q4	$36.3M	Buy	568,000 +7,000	+1%	+$504K	0.06%	293
2021 Q3	$31.3M	Buy	561,000 +412,000	+277%	+$25.8M	0.06%	322
2021 Q2	$7.41M	Buy	+149,000	New	+$8.73M	0.01%	495
2020 Q2	–	Sell	-22,220	Closed	-$646K	–	1007
2020 Q1	$646K	Buy	+22,220	New	+$750K	﹤0.01%	837
2017 Q1	–	Sell	-33,180	Closed	-$1.16M	–	691
2016 Q4	$1.16M	Hold	33,180	–	–	﹤0.01%	677
2016 Q3	$1.08M	Sell	33,180 -33,000	-50%	-$1.18M	﹤0.01%	715
2016 Q2	$2.48M	Buy	66,180 +33,000	+99%	+$1.19M	﹤0.01%	712
2016 Q1	$1.19M	Buy	+33,180	New	+$1.15M	﹤0.01%	700

Other funds holding UHAL

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

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

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

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

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

APG Asset Management's UHAL Position: Q1 2023 in Review

APG Asset Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 25,150 shares — an estimated $1.51M sold.

APG Asset Management first reported a position in UHAL in Q1 2016 and held it in 12 quarters. The position peaked at $36.3M in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

APG Asset Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
APG Asset Management sold 25,150 U-Haul Holding Co shares in Q1 2023, an estimated $1.51M.
APG Asset Management first reported a position in U-Haul Holding Co in Q1 2016 and held it in 12 quarters.
APG Asset Management's U-Haul Holding Co position peaked at $36.3M in Q4 2021.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on APG Asset Management's 13F filing for Q1 2023, filed 12 May 2023.