Federated Hermes’s U-Haul Holding Co UHAL Stock Holding History

Federated Hermes’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 Q1	–	Sell	-2,110	Closed	-$153K	–	2323
2021 Q4	$153K	Buy	2,110 +640	+44%	+$46.1K	﹤0.01%	1667
2021 Q3	$95K	Buy	1,470 +920	+167%	+$57.7K	﹤0.01%	1784
2021 Q2	$32K	Buy	+550	New	+$32.2K	﹤0.01%	1898
2015 Q2	–	Sell	-60	Closed	-$2K	–	2074
2015 Q1	$2K	Hold	60	–	–	﹤0.01%	1948
2014 Q4	$2K	Sell	60 -14,840	-100%	-$402K	﹤0.01%	1911
2014 Q3	$390K	Sell	14,900 -4,200	-22%	-$116K	﹤0.01%	1414
2014 Q2	$555K	Sell	19,100 -20,290	-52%	-$536K	﹤0.01%	1329
2014 Q1	$914K	Buy	39,390 +1,460	+4%	+$33.8K	﹤0.01%	1191
2013 Q4	$902K	Buy	37,930 +1,180	+3%	+$25.4K	﹤0.01%	1189
2013 Q3	$677K	Sell	36,750 -17,550	-32%	-$303K	﹤0.01%	1228
2013 Q2	$879K	Buy	+54,300	New	+$902K	﹤0.01%	1139

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

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

SCM

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

Federated Hermes's UHAL Position: Q1 2022 in Review

Federated Hermes sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 2,110 shares — an estimated $153K sold.

Federated Hermes first reported a position in UHAL in Q2 2013 and held it in 11 quarters. The position peaked at $914K in Q1 2014. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Federated Hermes reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Federated Hermes sold 2,110 U-Haul Holding Co shares in Q1 2022, an estimated $153K.
Federated Hermes first reported a position in U-Haul Holding Co in Q2 2013 and held it in 11 quarters.
Federated Hermes's U-Haul Holding Co position peaked at $914K in Q1 2014.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Federated Hermes's 13F filing for Q1 2022, filed 13 May 2022.