E. Ohman J:or Asset Management’s U-Haul Holding Co UHAL Stock Holding History

E. Ohman J:or 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	-5,000	Closed	-$323K	–	503
2021 Q3	$323K	Sell	5,000 -2,000	-29%	-$125K	0.01%	442
2021 Q2	$413K	Hold	7,000	–	–	0.01%	428
2021 Q1	$429K	Hold	7,000	–	–	0.02%	380
2020 Q4	$318K	Buy	7,000 +4,000	+133%	+$159K	0.01%	383
2020 Q3	$107K	Hold	3,000	–	–	0.01%	425
2020 Q2	$90.7K	Hold	3,000	–	–	0.01%	426
2020 Q1	$87.2K	Buy	+3,000	New	+$101K	0.01%	427
2018 Q2	–	Sell	-2,000	Closed	-$69K	–	519
2018 Q1	$69K	Hold	2,000	–	–	0.01%	559
2017 Q4	$75.6K	Hold	2,000	–	–	0.01%	555
2017 Q3	$75K	Hold	2,000	–	–	0.01%	550
2017 Q2	$73.2K	Hold	2,000	–	–	0.01%	552
2017 Q1	$76.2K	Hold	2,000	–	–	0.01%	540
2016 Q4	$73.9K	Hold	2,000	–	–	0.01%	543
2016 Q3	$64.8K	Hold	2,000	–	–	0.01%	527
2016 Q2	$74.9K	Hold	2,000	–	–	0.01%	518
2016 Q1	$71.5K	Hold	2,000	–	–	0.01%	516
2015 Q4	$77.9K	Buy	+2,000	New	+$80.8K	0.01%	513

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

E. Ohman J:or Asset Management's UHAL Position: Q4 2021 in Review

E. Ohman J:or Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 5,000 shares — an estimated $323K sold.

E. Ohman J:or Asset Management first reported a position in UHAL in Q4 2015 and held it in 17 quarters. The position peaked at $429K in Q1 2021. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

E. Ohman J:or Asset Management reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
E. Ohman J:or Asset Management sold 5,000 U-Haul Holding Co shares in Q4 2021, an estimated $323K.
E. Ohman J:or Asset Management first reported a position in U-Haul Holding Co in Q4 2015 and held it in 17 quarters.
E. Ohman J:or Asset Management's U-Haul Holding Co position peaked at $429K in Q1 2021.
329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2021, filed 5 Apr 2024.