Ensign Peak Advisors
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Ensign Peak Advisors’s U-Haul Holding Co UHAL Stock Holding History

Ensign Peak Advisors’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
Q1 		– Sell
-345
Closed -$20.8K – 1790
2022
Q4 		$20.8K Sell
345
-52,105
-99% -$3M ﹤0.01% 1782
2022
Q3 		$2.67M Sell
52,450
-36,750
-41% -$1.93M 0.01% 689
2022
Q2 		$4.27M Sell
89,200
-34,650
-28% -$1.79M 0.01% 581
2022
Q1 		$7.39M Buy
123,850
+18,700
+18% +$1.15M 0.02% 493
2021
Q4 		$7.64M Buy
105,150
+55,800
+113% +$4.02M 0.01% 535
2021
Q3 		$3.19M Sell
49,350
-31,050
-39% -$1.95M 0.01% 849
2021
Q2 		$4.74M Buy
80,400
+36,900
+85% +$2.16M 0.01% 676
2021
Q1 		$2.67M Buy
43,500
+34,250
+370% +$1.82M 0.01% 944
2020
Q4 		$420K Buy
9,250
+3,650
+65% +$145K ﹤0.01% 1634
2020
Q3 		$199K Buy
+5,600
New +$191K ﹤0.01% 1666
2020
Q1 		– Sell
-27,500
Closed -$1.03M – 1685
2019
Q4 		$1.03M Buy
+27,500
New +$1.04M ﹤0.01% 1325

Other funds holding UHAL

Vanguard Group
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ensign Peak Advisors's UHAL Position: Q1 2023 in Review

Ensign Peak Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 345 shares — an estimated $20.8K sold.

Ensign Peak Advisors first reported a position in UHAL in Q4 2019 and held it in 11 quarters. The position peaked at $7.64M in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Ensign Peak Advisors reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Ensign Peak Advisors sold 345 U-Haul Holding Co shares in Q1 2023, an estimated $20.8K.
  • Ensign Peak Advisors first reported a position in U-Haul Holding Co in Q4 2019 and held it in 11 quarters.
  • Ensign Peak Advisors's U-Haul Holding Co position peaked at $7.64M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Ensign Peak Advisors's 13F filing for Q1 2023, filed 15 May 2023.