First Pacific Advisors’s U-Haul Holding Co UHAL Stock Holding History

First Pacific 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 Q3	–	Sell	-500	Closed	-$27.7K	–	124
2023 Q2	$27.7K	Hold	500	–	–	﹤0.01%	111
2023 Q1	$29.8K	Hold	500	–	–	﹤0.01%	122
2022 Q4	$30.1K	Sell	500 -4,500	-90%	-$259K	﹤0.01%	145
2022 Q3	$255K	Buy	+5,000	New	+$262K	﹤0.01%	147

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

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

SCM

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Pacific Advisors's UHAL Position: Q3 2023 in Review

First Pacific Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 500 shares — an estimated $27.7K sold.

First Pacific Advisors first reported a position in UHAL in Q3 2022 and held it in 4 quarters. The position peaked at $255K in Q3 2022. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

First Pacific Advisors reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
First Pacific Advisors sold 500 U-Haul Holding Co shares in Q3 2023, an estimated $27.7K.
First Pacific Advisors first reported a position in U-Haul Holding Co in Q3 2022 and held it in 4 quarters.
First Pacific Advisors's U-Haul Holding Co position peaked at $255K in Q3 2022.
177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on First Pacific Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.