First Quadrant’s U-Haul Holding Co UHAL Stock Holding History

First Quadrant’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	-550	Closed	-$40K	–	500
2021 Q4	$40K	Hold	550	–	–	﹤0.01%	429
2021 Q3	$36K	Hold	550	–	–	﹤0.01%	453
2021 Q2	$32K	Buy	+550	New	+$32.2K	﹤0.01%	438
2021 Q1	–	Sell	-200	Closed	-$9K	–	616
2020 Q4	$9K	Buy	+200	New	+$7.97K	﹤0.01%	567
2019 Q3	–	Sell	-72,430	Closed	-$2.74M	–	676
2019 Q2	$2.74M	Sell	72,430 -38,590	-35%	-$1.47M	0.19%	137
2019 Q1	$4.13M	Sell	111,020 -86,930	-44%	-$3.16M	0.32%	71
2018 Q4	$6.5M	Hold	197,950	–	–	0.52%	36
2018 Q3	$7.06M	Hold	197,950	–	–	0.16%	176
2018 Q2	$7.05M	Hold	197,950	–	–	0.13%	198
2018 Q1	$6.83M	Hold	197,950	–	–	0.13%	203
2017 Q4	$7.48M	Sell	197,950 -7,050	-3%	-$264K	0.14%	199
2017 Q3	$7.68M	Hold	205,000	–	–	0.15%	201
2017 Q2	$7.5M	Hold	205,000	–	–	0.15%	198
2017 Q1	$7.81M	Hold	205,000	–	–	0.15%	201
2016 Q4	$7.58M	Sell	205,000 -310	-0.2%	-$10.6K	0.16%	196
2016 Q3	$6.66M	Hold	205,310	–	–	0.14%	206
2016 Q2	$7.69M	Hold	205,310	–	–	0.17%	175
2016 Q1	$7.34M	Sell	205,310 -13,370	-6%	-$465K	0.16%	180
2015 Q4	$8.52M	Sell	218,680 -4,210	-2%	-$170K	0.19%	157
2015 Q3	$8.77M	Sell	222,890 -6,920	-3%	-$251K	0.2%	151
2015 Q2	$7.51M	Sell	229,810 -19,230	-8%	-$628K	0.16%	169
2015 Q1	$8.23M	Sell	249,040 -8,430	-3%	-$261K	0.17%	163
2014 Q4	$7.32M	Sell	257,470 -12,000	-4%	-$325K	0.15%	165
2014 Q3	$7.06M	Sell	269,470 -1,190	-0.4%	-$32.9K	0.16%	156
2014 Q2	$7.87M	Hold	270,660	–	–	0.18%	160
2014 Q1	$6.28M	Sell	270,660 -7,380	-3%	-$171K	0.14%	175
2013 Q4	$6.61M	Sell	278,040 -4,000	-1%	-$86K	0.15%	165
2013 Q3	$5.19M	Sell	282,040 -550	-0.2%	-$9.5K	0.13%	187
2013 Q2	$4.58M	Buy	+282,590	New	+$4.69M	0.12%	200

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

First Quadrant's UHAL Position: Q1 2022 in Review

First Quadrant sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 550 shares — an estimated $40K sold.

First Quadrant first reported a position in UHAL in Q2 2013 and held it in 29 quarters. The position peaked at $8.77M in Q3 2015. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

First Quadrant reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
First Quadrant sold 550 U-Haul Holding Co shares in Q1 2022, an estimated $40K.
First Quadrant first reported a position in U-Haul Holding Co in Q2 2013 and held it in 29 quarters.
First Quadrant's U-Haul Holding Co position peaked at $8.77M in Q3 2015.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on First Quadrant's 13F filing for Q1 2022, filed 21 Apr 2022.