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ETF Managers Group’s U-Haul Holding Co UHAL Stock Holding History

ETF Managers Group’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 		$72.2K Buy
+1,211
New +$76.2K ﹤0.01% 653
2022
Q4 		– Sell
-11,480
Closed -$585K – 686
2022
Q3 		$585K Buy
11,480
+430
+4% +$22.5K 0.02% 351
2022
Q2 		$524K Sell
11,050
-310
-3% -$16K 0.02% 450
2022
Q1 		$687K Buy
11,360
+230
+2% +$14.2K 0.01% 395
2021
Q4 		$804K Buy
11,130
+510
+5% +$36.7K 0.02% 365
2021
Q3 		$702K Buy
10,620
+820
+8% +$51.4K 0.01% 389
2021
Q2 		$574K Buy
+9,800
New +$574K 0.01% 489
2020
Q2 		– Sell
-7,460
Closed -$221K – 702
2020
Q1 		$221K Buy
7,460
+760
+11% +$25.7K 0.01% 420
2019
Q4 		$250K Buy
6,700
+1,590
+31% +$60.4K 0.01% 477
2019
Q3 		$201K Sell
5,110
-60
-1% -$2.22K 0.01% 421
2019
Q2 		$195K Buy
5,170
+1,020
+25% +$38.9K 0.01% 415
2019
Q1 		$154K Buy
4,150
+380
+10% +$13.8K 0.01% 389
2018
Q4 		$124K Buy
3,770
+510
+16% +$17.2K 0.01% 400
2018
Q3 		$116K Buy
3,260
+340
+12% +$12.5K ﹤0.01% 419
2018
Q2 		$67K Buy
2,920
+1,100
+60% +$38.2K ﹤0.01% 383
2018
Q1 		$62K Buy
1,820
+220
+14% +$7.82K ﹤0.01% 495
2017
Q4 		$61K Buy
1,600
+220
+16% +$8.23K ﹤0.01% 474
2017
Q3 		$52K Buy
1,380
+110
+9% +$4.11K ﹤0.01% 391
2017
Q2 		$46K Buy
+1,270
New +$46.1K ﹤0.01% 482

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 $8.09B AUM 19.03% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

ETF Managers Group's UHAL Position: Q1 2023 in Review

ETF Managers Group opened a new position in U-Haul Holding Co (UHAL) in Q1 2023: 1,211 shares worth $72.2K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: ETF Managers Group previously reported a position in UHAL as recently as Q3 2022.

ETF Managers Group first reported a position in UHAL in Q2 2017 and has held it in 19 quarters since. The position peaked at $804K in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • ETF Managers Group held 1,211 shares of U-Haul Holding Co worth $72.2K as of Q1 2023.
  • U-Haul Holding Co was a new ETF Managers Group position in Q1 2023.
  • U-Haul Holding Co made up ﹤0.01% of ETF Managers Group's portfolio in Q1 2023, its #653 holding.
  • ETF Managers Group first reported a position in U-Haul Holding Co in Q2 2017 and has held it in 19 quarters since.
  • ETF Managers Group's U-Haul Holding Co position peaked at $804K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on ETF Managers Group's 13F filing for Q1 2023, filed 18 Apr 2023.