Daiwa Securities Group
UHAL icon

Daiwa Securities Group’s U-Haul Holding Co UHAL Stock Holding History

Daiwa Securities Group’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
-4,980
Closed -$254K – 1391
2022
Q3 		$254K Hold
4,980
– – ﹤0.01% 912
2022
Q2 		$238K Buy
4,980
+280
+6% +$14.5K ﹤0.01% 947
2022
Q1 		$281K Hold
4,700
– – ﹤0.01% 943
2021
Q4 		$341K Buy
4,700
+300
+7% +$21.6K ﹤0.01% 919
2021
Q3 		$284K Buy
4,400
+300
+7% +$18.8K ﹤0.01% 921
2021
Q2 		$242K Buy
4,100
+500
+14% +$29.3K ﹤0.01% 918
2021
Q1 		$221K Hold
3,600
– – ﹤0.01% 915
2020
Q4 		$163K Hold
3,600
– – ﹤0.01% 903
2020
Q3 		$128K Hold
3,600
– – ﹤0.01% 898
2020
Q2 		$105K Hold
3,600
– – ﹤0.01% 854
2020
Q1 		$105K Buy
3,600
+700
+24% +$23.6K ﹤0.01% 932
2019
Q4 		$109K Hold
2,900
– – ﹤0.01% 945
2019
Q3 		$113K Hold
2,900
– – ﹤0.01% 925
2019
Q2 		$110K Hold
2,900
– – ﹤0.01% 931
2019
Q1 		$108K Hold
2,900
– – ﹤0.01% 916
2018
Q4 		$95K Hold
2,900
– – ﹤0.01% 898
2018
Q3 		$103K Hold
2,900
– – ﹤0.01% 923
2018
Q2 		$103K Buy
2,900
+500
+21% +$17.4K ﹤0.01% 933
2018
Q1 		$83K Hold
2,400
– – ﹤0.01% 929
2017
Q4 		$91K Hold
2,400
– – ﹤0.01% 937
2017
Q3 		$90K Hold
2,400
– – ﹤0.01% 913
2017
Q2 		$88K Buy
2,400
+700
+41% +$25.4K ﹤0.01% 927
2017
Q1 		$65K Hold
1,700
– – ﹤0.01% 920
2016
Q4 		$63K Hold
1,700
– – ﹤0.01% 939
2016
Q3 		$55K Hold
1,700
– – ﹤0.01% 870
2016
Q2 		$64K Hold
1,700
– – ﹤0.01% 860
2016
Q1 		$61K Buy
+1,700
New +$59.2K ﹤0.01% 859

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

Daiwa Securities Group's UHAL Position: Q4 2022 in Review

Daiwa Securities Group sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 4,980 shares — an estimated $254K sold.

Daiwa Securities Group first reported a position in UHAL in Q1 2016 and held it in 27 quarters. The position peaked at $341K in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Daiwa Securities Group reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Daiwa Securities Group sold 4,980 U-Haul Holding Co shares in Q4 2022, an estimated $254K.
  • Daiwa Securities Group first reported a position in U-Haul Holding Co in Q1 2016 and held it in 27 quarters.
  • Daiwa Securities Group's U-Haul Holding Co position peaked at $341K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Daiwa Securities Group's 13F filing for Q4 2022, filed 6 Feb 2023.