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%	503
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 -105,160	-63%	-$6.48M	0.01%	558
2021 Q4	$12M	Buy	165,940 +158,710	+2,195%	+$11.4M	0.01%	467
2021 Q3	$467K	Hold	7,230	–	–	﹤0.01%	782
2021 Q2	$426K	Buy	+7,230	New	+$424K	﹤0.01%	793
2018 Q1	–	Sell	-1,980	Closed	-$74K	–	1182
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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank's UHAL Position: Q3 2023 in Review

DZ Bank sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 16,434 shares — an estimated $909K sold.

DZ Bank first reported a position in UHAL in Q4 2016 and held it in 14 quarters. The position peaked at $12M in Q4 2021. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

DZ Bank reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
DZ Bank sold 16,434 U-Haul Holding Co shares in Q3 2023, an estimated $909K.
DZ Bank first reported a position in U-Haul Holding Co in Q4 2016 and held it in 14 quarters.
DZ Bank's U-Haul Holding Co position peaked at $12M in Q4 2021.
177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on DZ Bank's 13F filing for Q3 2023, filed 14 Nov 2023.