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Bridgewater Associates’s U-Haul Holding Co UHAL Stock Holding History

Bridgewater Associates’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
-4,250
Closed -$216K – 937
2022
Q3 		$216K Sell
4,250
-51,020
-92% -$2.67M ﹤0.01% 849
2022
Q2 		$2.64M Buy
55,270
+3,550
+7% +$184K 0.01% 617
2022
Q1 		$3.09M Sell
51,720
-19,560
-27% -$1.21M 0.01% 587
2021
Q4 		$5.18M Sell
71,280
-47,740
-40% -$3.44M 0.03% 291
2021
Q3 		$7.69M Buy
119,020
+35,330
+42% +$2.21M 0.04% 233
2021
Q2 		$4.93M Sell
83,690
-4,700
-5% -$275K 0.03% 331
2021
Q1 		$5.42M Buy
88,390
+67,640
+326% +$3.6M 0.05% 218
2020
Q4 		$942K Sell
20,750
-31,330
-60% -$1.25M 0.01% 397
2020
Q3 		$1.85M Buy
52,080
+6,870
+15% +$234K 0.02% 273
2020
Q2 		$1.37M Sell
45,210
-3,080
-6% -$90.3K 0.02% 135
2020
Q1 		$1.4M Sell
48,290
-23,250
-32% -$785K 0.03% 158
2019
Q4 		$2.69M Buy
+71,540
New +$2.72M 0.03% 170

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bridgewater Associates's UHAL Position: Q4 2022 in Review

Bridgewater Associates sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 4,250 shares — an estimated $216K sold.

Bridgewater Associates first reported a position in UHAL in Q4 2019 and held it in 12 quarters. The position peaked at $7.69M in Q3 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Bridgewater Associates reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Bridgewater Associates sold 4,250 U-Haul Holding Co shares in Q4 2022, an estimated $216K.
  • Bridgewater Associates first reported a position in U-Haul Holding Co in Q4 2019 and held it in 12 quarters.
  • Bridgewater Associates's U-Haul Holding Co position peaked at $7.69M in Q3 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Bridgewater Associates's 13F filing for Q4 2022, filed 13 Feb 2023.