Claret Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Claret Asset Management’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	-15,480	Closed	-$1M	–	195
2021 Q3	$1M	Sell	15,480 -90	-0.6%	-$5.64K	0.17%	70
2021 Q2	$918K	Sell	15,570 -400	-3%	-$23.4K	0.15%	76
2021 Q1	$978K	Sell	15,970 -60	-0.4%	-$3.19K	0.18%	70
2020 Q4	$728K	Sell	16,030 -1,160	-7%	-$46.2K	0.14%	79
2020 Q3	$612K	Sell	17,190 -180	-1%	-$6.13K	0.14%	88
2020 Q2	$525K	Sell	17,370 -1,180	-6%	-$34.6K	0.12%	91
2020 Q1	$539K	Sell	18,550 -2,970	-14%	-$100K	0.15%	84
2019 Q4	$809K	Sell	21,520 -13,980	-39%	-$531K	0.16%	87
2019 Q3	$1.39M	Sell	35,500 -1,990	-5%	-$73.5K	0.28%	70
2019 Q2	$1.42M	Sell	37,490 -3,970	-10%	-$151K	0.29%	66
2019 Q1	$1.54M	Sell	41,460 -480	-1%	-$17.4K	0.31%	64
2018 Q4	$1.38M	Buy	41,940 +210	+0.5%	+$7.09K	0.31%	68
2018 Q3	$1.49M	Sell	41,730 -630	-1%	-$23.3K	0.29%	68
2018 Q2	$1.51M	Buy	42,360 +1,070	+3%	+$37.2K	0.31%	66
2018 Q1	$1.43M	Buy	41,290 +5,560	+16%	+$198K	0.32%	65
2017 Q4	$1.35M	Buy	+35,730	New	+$1.34M	0.29%	68

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YAM

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

ACM

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

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

Claret Asset Management's UHAL Position: Q4 2021 in Review

Claret Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 15,480 shares — an estimated $1M sold.

Claret Asset Management first reported a position in UHAL in Q4 2017 and held it in 16 quarters. The position peaked at $1.54M in Q1 2019. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

Claret Asset Management reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
Claret Asset Management sold 15,480 U-Haul Holding Co shares in Q4 2021, an estimated $1M.
Claret Asset Management first reported a position in U-Haul Holding Co in Q4 2017 and held it in 16 quarters.
Claret Asset Management's U-Haul Holding Co position peaked at $1.54M in Q1 2019.
329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on Claret Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.