Artisan Partners
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Artisan Partners’s U-Haul Holding Co UHAL Stock Holding History

Artisan Partners’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
2024
Q3 		– Sell
-27,500
Closed -$1.7M – 369
2024
Q2 		$1.7M Sell
27,500
-122,652
-82% -$7.98M ﹤0.01% 322
2024
Q1 		$10.1M Sell
150,152
-6,211
-4% -$411K 0.01% 296
2023
Q4 		$11.2M Hold
156,363
– – 0.02% 286
2023
Q3 		$8.53M Sell
156,363
-4,579
-3% -$266K 0.01% 281
2023
Q2 		$8.9M Sell
160,942
-8,566
-5% -$502K 0.01% 273
2023
Q1 		$10.1M Sell
169,508
-12,178
-7% -$766K 0.02% 277
2022
Q4 		$10.9M Sell
181,686
-1,735,254
-91% -$99.8M 0.02% 277
2022
Q3 		$97.6M Sell
1,916,940
-130,990
-6% -$6.86M 0.17% 134
2022
Q2 		$97.9M Sell
2,047,930
-49,810
-2% -$2.58M 0.17% 139
2022
Q1 		$125M Sell
2,097,740
-117,670
-5% -$7.25M 0.17% 146
2021
Q4 		$161M Sell
2,215,410
-75,430
-3% -$5.43M 0.19% 132
2021
Q3 		$148M Sell
2,290,840
-22,480
-1% -$1.41M 0.18% 133
2021
Q2 		$136M Sell
2,313,320
-2,220
-0.1% -$130K 0.16% 144
2021
Q1 		$142M Sell
2,315,540
-248,760
-10% -$13.2M 0.18% 137
2020
Q4 		$116M Sell
2,564,300
-186,700
-7% -$7.44M 0.14% 156
2020
Q3 		$97.9M Sell
2,751,000
-102,410
-4% -$3.49M 0.14% 151
2020
Q2 		$86.2M Buy
2,853,410
+56,330
+2% +$1.65M 0.14% 152
2020
Q1 		$81.3M Sell
2,797,080
-276,440
-9% -$9.34M 0.17% 128
2019
Q4 		$116M Sell
3,073,520
-69,630
-2% -$2.64M 0.2% 112
2019
Q3 		$123M Sell
3,143,150
-200,640
-6% -$7.41M 0.23% 103
2019
Q2 		$127M Sell
3,343,790
-242,140
-7% -$9.23M 0.23% 99
2019
Q1 		$133M Sell
3,585,930
-69,210
-2% -$2.51M 0.26% 78
2018
Q4 		$120M Sell
3,655,140
-325,300
-8% -$11M 0.27% 84
2018
Q3 		$142M Sell
3,980,440
-138,210
-3% -$5.1M 0.27% 99
2018
Q2 		$147M Buy
4,118,650
+571,670
+16% +$19.9M 0.29% 94
2018
Q1 		$122M Buy
3,546,980
+379,600
+12% +$13.5M 0.25% 111
2017
Q4 		$120M Buy
+3,167,380
New +$118M 0.23% 117

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Artisan Partners's UHAL Position: Q3 2024 in Review

Artisan Partners sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 27,500 shares — an estimated $1.7M sold.

Artisan Partners first reported a position in UHAL in Q4 2017 and held it in 27 quarters. The position peaked at $161M in Q4 2021. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

  • Artisan Partners reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
  • Artisan Partners sold 27,500 U-Haul Holding Co shares in Q3 2024, an estimated $1.7M.
  • Artisan Partners first reported a position in U-Haul Holding Co in Q4 2017 and held it in 27 quarters.
  • Artisan Partners's U-Haul Holding Co position peaked at $161M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Artisan Partners's 13F filing for Q3 2024, filed 12 Nov 2024.