DZ Bank

DZ Bank’s U-Haul Holding Co UHAL Stock Holding History

DZ Bank’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 Q3	–	Sell	-16,434	Closed	-$909K	–	1073
2023 Q2	$909K	Sell	16,434 -102,922	-86%	-$6.04M	﹤0.01%	673
2023 Q1	$7.12M	Buy	119,356 +60,918	+104%	+$3.83M	0.01%	408
2022 Q4	$3.52M	Buy	58,438 +57,628	+7,115%	+$3.32M	0.01%	498
2022 Q3	$41.2K	Sell	810 -4,640	-85%	-$243K	﹤0.01%	967
2022 Q2	$261K	Sell	5,450 -55,330	-91%	-$2.86M	﹤0.01%	863
2022 Q1	$3.63M	Sell	60,780 -22,190	-27%	-$1.37M	0.01%	550
2021 Q4	$6.03M	Buy	82,970 +75,740	+1,048%	+$5.45M	0.01%	468
2021 Q3	$467K	Hold	7,230	–	–	﹤0.01%	780
2021 Q2	$426K	Buy	+7,230	New	+$424K	﹤0.01%	792
2018 Q1	–	Sell	-1,980	Closed	-$74K	–	1183
2017 Q4	$74K	Hold	1,980	–	–	﹤0.01%	789
2017 Q3	$74K	Hold	1,980	–	–	﹤0.01%	812
2017 Q2	$72K	Hold	1,980	–	–	﹤0.01%	819
2017 Q1	$75K	Hold	1,980	–	–	﹤0.01%	822
2016 Q4	$73K	Buy	+1,980	New	+$67.9K	﹤0.01%	788

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

First Trust Advisors

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

Fidelity Investments

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