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

Barings’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
2021 Q4	–	Sell	-5,460	Closed	-$353K	–	398
2021 Q3	$353K	Hold	5,460	–	–	0.01%	281
2021 Q2	$322K	Hold	5,460	–	–	0.01%	351
2021 Q1	$334K	Hold	5,460	–	–	0.01%	355
2020 Q4	$248K	Sell	5,460 -700	-11%	-$27.9K	0.01%	378
2020 Q3	$219K	Buy	+6,160	New	+$210K	0.01%	565
2019 Q2	–	Sell	-5,800	Closed	-$215K	–	776
2019 Q1	$215K	Buy	+5,800	New	+$211K	﹤0.01%	669
2016 Q2	–	Sell	-38,000	Closed	-$1.36M	–	965
2016 Q1	$1.36M	Sell	38,000 -9,200	-19%	-$320K	0.04%	410
2015 Q4	$1.84M	Buy	47,200 +26,000	+123%	+$1.05M	0.05%	313
2015 Q3	$834K	Buy	+21,200	New	+$770K	0.02%	502
2015 Q2	–	Sell	-12,900	Closed	-$426K	–	1028
2015 Q1	$426K	Hold	12,900	–	–	0.01%	741
2014 Q4	$367K	Sell	12,900 -30,300	-70%	-$821K	0.01%	743
2014 Q3	$1.13M	Buy	43,200 +22,600	+110%	+$625K	0.02%	436
2014 Q2	$599K	Sell	20,600 -10,800	-34%	-$285K	0.02%	653
2014 Q1	$729K	Sell	31,400 -15,700	-33%	-$363K	0.02%	545
2013 Q4	$1.12M	Sell	47,100 -61,300	-57%	-$1.32M	0.05%	397
2013 Q3	$2M	Buy	108,400 +28,200	+35%	+$487K	0.09%	270
2013 Q2	$1.3M	Buy	+80,200	New	+$1.33M	0.06%	355

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return