Canada Pension Plan Investment Board’s U-Haul Holding Co UHAL Stock Holding History

Canada Pension Plan Investment Board’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
2023 Q2	–	Sell	-28,900	Closed	-$1.72M	–	1108
2023 Q1	$1.72M	Buy	+28,900	New	+$1.82M	﹤0.01%	796
2015 Q1	–	Sell	-25,000	Closed	-$711K	–	1289
2014 Q4	$711K	Hold	25,000	–	–	﹤0.01%	932
2014 Q3	$655K	Buy	25,000 +6,000	+32%	+$166K	﹤0.01%	852
2014 Q2	$552K	Buy	19,000 +5,000	+36%	+$132K	﹤0.01%	872
2014 Q1	$325K	Buy	14,000 +2,000	+17%	+$46.3K	﹤0.01%	890
2013 Q4	$285K	Buy	12,000 +5,000	+71%	+$107K	﹤0.01%	902
2013 Q3	$129K	Buy	+7,000	New	+$121K	﹤0.01%	878

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

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

ACM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Canada Pension Plan Investment Board's UHAL Position: Q2 2023 in Review

Canada Pension Plan Investment Board sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 28,900 shares — an estimated $1.72M sold.

Canada Pension Plan Investment Board first reported a position in UHAL in Q3 2013 and held it in 7 quarters. The position peaked at $1.72M in Q1 2023. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

Canada Pension Plan Investment Board reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
Canada Pension Plan Investment Board sold 28,900 U-Haul Holding Co shares in Q2 2023, an estimated $1.72M.
Canada Pension Plan Investment Board first reported a position in U-Haul Holding Co in Q3 2013 and held it in 7 quarters.
Canada Pension Plan Investment Board's U-Haul Holding Co position peaked at $1.72M in Q1 2023.
192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2023, filed 9 Aug 2023.