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

Baker Ellis 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
2022 Q4	–	Sell	-6,100	Closed	-$311K	–	217
2022 Q3	$311K	Buy	6,100 +1,150	+23%	+$60.3K	0.07%	155
2022 Q2	$237K	Sell	4,950 -200	-4%	-$10.3K	0.05%	175
2022 Q1	$307K	Buy	5,150 +1,400	+37%	+$86.3K	0.05%	167
2021 Q4	$272K	Buy	3,750 +250	+7%	+$18K	0.05%	178
2021 Q3	$244K	Hold	3,500	–	–	0.05%	182
2021 Q2	$206K	Buy	+3,500	New	+$205K	0.04%	190

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

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

Baker Ellis Asset Management's UHAL Position: Q4 2022 in Review

Baker Ellis Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 6,100 shares — an estimated $311K sold.

Baker Ellis Asset Management first reported a position in UHAL in Q2 2021 and held it in 6 quarters. The position peaked at $311K in Q3 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Baker Ellis Asset Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Baker Ellis Asset Management sold 6,100 U-Haul Holding Co shares in Q4 2022, an estimated $311K.
Baker Ellis Asset Management first reported a position in U-Haul Holding Co in Q2 2021 and held it in 6 quarters.
Baker Ellis Asset Management's U-Haul Holding Co position peaked at $311K in Q3 2022.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Baker Ellis Asset Management's 13F filing for Q4 2022, filed 9 Feb 2023.