Axa
UHAL icon

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

Axa’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
Q3 		– Sell
-8,100
Closed -$387K – 1208
2022
Q2 		$387K Buy
8,100
+4,100
+103% +$212K ﹤0.01% 1003
2022
Q1 		$239K Buy
+4,000
New +$247K ﹤0.01% 1136
2014
Q4 		– Sell
-101,000
Closed -$2.65M – 1482
2014
Q3 		$2.65M Sell
101,000
-72,000
-42% -$1.99M 0.01% 677
2014
Q2 		$5.03M Sell
173,000
-322,490
-65% -$8.52M 0.02% 541
2014
Q1 		$11.5M Sell
495,490
-66,260
-12% -$1.53M 0.05% 355
2013
Q4 		$13.4M Sell
561,750
-30,890
-5% -$664K 0.06% 317
2013
Q3 		$10.9M Buy
592,640
+315,120
+114% +$5.44M 0.05% 348
2013
Q2 		$4.49M Buy
+277,520
New +$4.61M 0.02% 498

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axa's UHAL Position: Q3 2022 in Review

Axa sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 8,100 shares — an estimated $387K sold.

Axa first reported a position in UHAL in Q2 2013 and held it in 8 quarters. The position peaked at $13.4M in Q4 2013. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

  • Axa reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
  • Axa sold 8,100 U-Haul Holding Co shares in Q3 2022, an estimated $387K.
  • Axa first reported a position in U-Haul Holding Co in Q2 2013 and held it in 8 quarters.
  • Axa's U-Haul Holding Co position peaked at $13.4M in Q4 2013.
  • 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Axa's 13F filing for Q3 2022, filed 14 Nov 2022.