Första AP-fonden’s U-Haul Holding Co UHAL Stock Holding History

Första AP-fonden’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 Q4	–	Sell	-3,000	Closed	-$153K	–	580
2022 Q3	$153K	Buy	+3,000	New	+$157K	﹤0.01%	567
2022 Q1	–	Sell	-27,000	Closed	-$1.96M	–	594
2021 Q4	$1.96M	Buy	27,000 +3,000	+13%	+$216K	0.02%	497
2021 Q3	$1.55M	Buy	+24,000	New	+$1.5M	0.02%	512
2020 Q1	–	Sell	-105,000	Closed	-$3.95M	–	575
2019 Q4	$3.95M	Sell	105,000 -12,000	-10%	-$455K	0.2%	120
2019 Q3	$4.56M	Buy	+117,000	New	+$4.32M	0.19%	99

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

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

Första AP-fonden's UHAL Position: Q4 2022 in Review

Första AP-fonden sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 3,000 shares — an estimated $153K sold.

Första AP-fonden first reported a position in UHAL in Q3 2019 and held it in 5 quarters. The position peaked at $4.56M in Q3 2019. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Första AP-fonden reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Första AP-fonden sold 3,000 U-Haul Holding Co shares in Q4 2022, an estimated $153K.
Första AP-fonden first reported a position in U-Haul Holding Co in Q3 2019 and held it in 5 quarters.
Första AP-fonden's U-Haul Holding Co position peaked at $4.56M in Q3 2019.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Första AP-fonden's 13F filing for Q4 2022, filed 2 Feb 2023.