Caisse de Depot et Placement du Quebec (CDPQ)’s U-Haul Holding Co UHAL Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’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	-41,910	Closed	-$2.13M	–	606
2022 Q3	$2.13M	Buy	41,910 +11,830	+39%	+$620K	0.01%	441
2022 Q2	$1.44M	Sell	30,080 -44,920	-60%	-$2.32M	﹤0.01%	475
2022 Q1	$4.48M	Buy	75,000 +61,000	+436%	+$3.76M	0.01%	433
2021 Q4	$1.02M	Buy	14,000 +10,000	+250%	+$720K	﹤0.01%	499
2021 Q3	$258K	Hold	4,000	–	–	﹤0.01%	529
2021 Q2	$236K	Sell	4,000 -34,010	-89%	-$1.99M	﹤0.01%	505
2021 Q1	$2.33M	Sell	38,010 -5,630	-13%	-$300K	0.01%	415
2020 Q4	$1.98M	Buy	43,640 +33,450	+328%	+$1.33M	﹤0.01%	432
2020 Q3	$363K	Sell	10,190 -3,000	-23%	-$102K	﹤0.01%	648
2020 Q2	$399K	Sell	13,190 -44,190	-77%	-$1.29M	﹤0.01%	644
2020 Q1	$1.67M	Buy	57,380 +13,190	+30%	+$445K	0.01%	446
2019 Q4	$1.66M	Sell	44,190 -8,000	-15%	-$304K	﹤0.01%	490
2019 Q3	$2.04M	Buy	52,190 +42,000	+412%	+$1.55M	0.01%	571
2019 Q2	$386K	Sell	10,190 -3,000	-23%	-$114K	﹤0.01%	731
2019 Q1	$490K	Sell	13,190 -7,000	-35%	-$254K	﹤0.01%	690
2018 Q4	$662K	Buy	20,190 +6,000	+42%	+$203K	﹤0.01%	656
2018 Q3	$506K	Sell	14,190 -7,570	-35%	-$279K	﹤0.01%	702
2018 Q2	$775K	Sell	21,760 -6,000	-22%	-$209K	﹤0.01%	663
2018 Q1	$958K	Sell	27,760 -15,000	-35%	-$533K	﹤0.01%	609
2017 Q4	$1.62M	Sell	42,760 -5,000	-10%	-$187K	﹤0.01%	546
2017 Q3	$1.8M	Buy	47,760 +6,000	+14%	+$224K	﹤0.01%	514
2017 Q2	$1.52M	Sell	41,760 -35,000	-46%	-$1.27M	﹤0.01%	520
2017 Q1	$2.93M	Sell	76,760 -42,000	-35%	-$1.58M	0.01%	408
2016 Q4	$4.38M	Sell	118,760 -19,000	-14%	-$652K	0.01%	329
2016 Q3	$4.47M	Buy	137,760 +31,500	+30%	+$1.12M	0.01%	376
2016 Q2	$3.98M	Buy	106,260 +36,070	+51%	+$1.3M	0.01%	474
2016 Q1	$2.51M	Buy	70,190 +42,250	+151%	+$1.47M	0.01%	576
2015 Q4	$1.09M	Buy	+27,940	New	+$1.13M	﹤0.01%	640

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

Caisse de Depot et Placement du Quebec (CDPQ)'s UHAL Position: Q4 2022 in Review

Caisse de Depot et Placement du Quebec (CDPQ) sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 41,910 shares — an estimated $2.13M sold.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in UHAL in Q4 2015 and held it in 28 quarters. The position peaked at $4.48M in Q1 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Caisse de Depot et Placement du Quebec (CDPQ) reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Caisse de Depot et Placement du Quebec (CDPQ) sold 41,910 U-Haul Holding Co shares in Q4 2022, an estimated $2.13M.
Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in U-Haul Holding Co in Q4 2015 and held it in 28 quarters.
Caisse de Depot et Placement du Quebec (CDPQ)'s U-Haul Holding Co position peaked at $4.48M in Q1 2022.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q4 2022, filed 14 Feb 2023.