Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s U-Haul Holding Co UHAL Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-2,440	Closed	-$135K	–	1280
2023 Q2	$135K	Sell	2,440 -4,392	-64%	-$258K	﹤0.01%	1000
2023 Q1	$408K	Buy	6,832 +5,055	+284%	+$318K	﹤0.01%	839
2022 Q4	$107K	Buy	+1,777	New	+$102K	﹤0.01%	1193
2022 Q3	–	Sell	-5,780	Closed	-$276K	–	1690
2022 Q2	$276K	Buy	5,780 +2,640	+84%	+$137K	﹤0.01%	1184
2022 Q1	$187K	Buy	+3,140	New	+$194K	﹤0.01%	1349
2021 Q3	–	Sell	-80,000	Closed	-$4.71M	–	1968
2021 Q2	$4.71M	Buy	80,000 +79,650	+22,757%	+$4.67M	0.01%	665
2021 Q1	$21K	Buy	+350	New	+$18.6K	﹤0.01%	1429

Other funds holding UHAL

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

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

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UHAL Position: Q3 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 2,440 shares — an estimated $135K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UHAL in Q1 2021 and held it in 7 quarters. The position peaked at $4.71M in Q2 2021. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 2,440 U-Haul Holding Co shares in Q3 2023, an estimated $135K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in U-Haul Holding Co in Q1 2021 and held it in 7 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's U-Haul Holding Co position peaked at $4.71M in Q2 2021.
177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2023, filed 13 Nov 2023.