EARNEST Partners’s U-Haul Holding Co UHAL Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-6	Closed	-$327	–	1041
2023 Q3	$327	Hold	6	–	–	﹤0.01%	1132
2023 Q2	$332	Hold	6	–	–	﹤0.01%	1139
2023 Q1	$358	Hold	6	–	–	﹤0.01%	1132
2022 Q4	$361	Sell	6 -54	-90%	-$3.11K	﹤0.01%	1140
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	926
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	945
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	913
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	928
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	926
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	940
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	933
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	970
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	996
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	974
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	922
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	1034
2019 Q3	$2K	Hold	60	–	–	﹤0.01%	1021
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	1033
2019 Q1	$2K	Hold	60	–	–	﹤0.01%	1041
2018 Q4	$2K	Hold	60	–	–	﹤0.01%	1010
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	1051
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	1060
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	1030
2017 Q4	$2K	Buy	+60	New	+$2.24K	﹤0.01%	1027
2017 Q1	–	Sell	-60	Closed	-$2K	–	861
2016 Q4	$2K	Buy	+60	New	+$2.06K	﹤0.01%	968

Other funds holding UHAL

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

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners's UHAL Position: Q4 2023 in Review

EARNEST Partners sold out of U-Haul Holding Co (UHAL) in Q4 2023, closing a stake of 6 shares — an estimated $327 sold.

EARNEST Partners first reported a position in UHAL in Q4 2016 and held it in 25 quarters. The position peaked at $4K in Q1 2022. 194 funds tracked by Wall St. Rank hold UHAL as of Q4 2023.

EARNEST Partners reported no remaining U-Haul Holding Co position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 6 U-Haul Holding Co shares in Q4 2023, an estimated $327.
EARNEST Partners first reported a position in U-Haul Holding Co in Q4 2016 and held it in 25 quarters.
EARNEST Partners's U-Haul Holding Co position peaked at $4K in Q1 2022.
194 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.