DigitalBridge Group’s U-Haul Holding Co UHAL Stock Holding History

DigitalBridge 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
2023 Q1	–	Sell	-47,340	Closed	-$2.85M	–	65
2022 Q4	$2.85M	Sell	47,340 -241,160	-84%	-$13.9M	0.4%	42
2022 Q3	$14.7M	Buy	+288,500	New	+$15.1M	2.09%	14
2021 Q2	–	Sell	-31,000	Closed	-$1.9M	–	50
2021 Q1	$1.9M	Sell	31,000 -7,000	-18%	-$372K	0.24%	30
2020 Q4	$1.73M	Buy	38,000 +6,000	+19%	+$239K	0.42%	27
2020 Q3	$1.14M	Buy	32,000 +14,500	+83%	+$494K	0.85%	22
2020 Q2	$529K	Buy	17,500 +5,000	+40%	+$147K	0.56%	31
2020 Q1	$363K	Sell	12,500 -3,500	-22%	-$118K	0.42%	27
2019 Q4	$601K	Buy	+16,000	New	+$607K	0.55%	36

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

DigitalBridge Group's UHAL Position: Q1 2023 in Review

DigitalBridge Group sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 47,340 shares — an estimated $2.85M sold.

DigitalBridge Group first reported a position in UHAL in Q4 2019 and held it in 8 quarters. The position peaked at $14.7M in Q3 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

DigitalBridge Group reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
DigitalBridge Group sold 47,340 U-Haul Holding Co shares in Q1 2023, an estimated $2.85M.
DigitalBridge Group first reported a position in U-Haul Holding Co in Q4 2019 and held it in 8 quarters.
DigitalBridge Group's U-Haul Holding Co position peaked at $14.7M in Q3 2022.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on DigitalBridge Group's 13F filing for Q1 2023, filed 3 May 2023.