Aviva
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Aviva’s U-Haul Holding Co UHAL Stock Holding History

Aviva’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
Q2 		– Sell
-20,576
Closed -$1.23M – 1022
2023
Q1 		$1.23M Sell
20,576
-31,796
-61% -$2M 0.01% 835
2022
Q4 		$3.15M Sell
52,372
-105,598
-67% -$6.07M 0.02% 650
2022
Q3 		$8.04M Buy
157,970
+76,530
+94% +$4.01M 0.05% 478
2022
Q2 		$3.9M Sell
81,440
-7,590
-9% -$392K 0.02% 634
2022
Q1 		$5.32M Buy
89,030
+77,410
+666% +$4.77M 0.03% 586
2021
Q4 		$844K Buy
+11,620
New +$837K ﹤0.01% 952
2021
Q3 		– Sell
-18,060
Closed -$1.06M – 1007
2021
Q2 		$1.06M Buy
+18,060
New +$1.06M ﹤0.01% 807

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 $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aviva's UHAL Position: Q2 2023 in Review

Aviva sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 20,576 shares — an estimated $1.23M sold.

Aviva first reported a position in UHAL in Q2 2021 and held it in 7 quarters. The position peaked at $8.04M in Q3 2022. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Aviva reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Aviva sold 20,576 U-Haul Holding Co shares in Q2 2023, an estimated $1.23M.
  • Aviva first reported a position in U-Haul Holding Co in Q2 2021 and held it in 7 quarters.
  • Aviva's U-Haul Holding Co position peaked at $8.04M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Aviva's 13F filing for Q2 2023, filed 10 Aug 2023.