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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barings's UHAL Position: Q4 2021 in Review

Barings sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 5,460 shares — an estimated $353K sold.

Barings first reported a position in UHAL in Q2 2013 and held it in 17 quarters. The position peaked at $2M in Q3 2013. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

Barings reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
Barings sold 5,460 U-Haul Holding Co shares in Q4 2021, an estimated $353K.
Barings first reported a position in U-Haul Holding Co in Q2 2013 and held it in 17 quarters.
Barings's U-Haul Holding Co position peaked at $2M in Q3 2013.
329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on Barings's 13F filing for Q4 2021, filed 9 Feb 2022.