Eaton Vance Management’s U-Haul Holding Co UHAL Stock Holding History

Eaton Vance 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
2022 Q2	–	Sell	-3,740	Closed	-$223K	–	1807
2022 Q1	$223K	Buy	3,740 +10	+0.3%	+$616	﹤0.01%	1711
2021 Q4	$271K	Hold	3,730	–	–	﹤0.01%	1461
2021 Q3	$176K	Hold	3,730	–	–	﹤0.01%	1351
2021 Q2	$220K	Buy	3,730 +920	+33%	+$53.9K	﹤0.01%	1567
2021 Q1	$172K	Buy	+2,810	New	+$149K	﹤0.01%	1493

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

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

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

SCM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Eaton Vance Management's UHAL Position: Q2 2022 in Review

Eaton Vance Management sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 3,740 shares — an estimated $223K sold.

Eaton Vance Management first reported a position in UHAL in Q1 2021 and held it in 5 quarters. The position peaked at $271K in Q4 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

Eaton Vance Management reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 3,740 U-Haul Holding Co shares in Q2 2022, an estimated $223K.
Eaton Vance Management first reported a position in U-Haul Holding Co in Q1 2021 and held it in 5 quarters.
Eaton Vance Management's U-Haul Holding Co position peaked at $271K in Q4 2021.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.