HA
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Heartland Advisors’s U-Haul Holding Co UHAL Stock Holding History

Heartland 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
Q1 		– Sell
-30,146
Closed -$1.81M – 193
2022
Q4 		$1.81M Sell
30,146
-160,464
-84% -$9.23M 0.11% 171
2022
Q3 		$9.71M Buy
190,610
+48,460
+34% +$2.54M 0.73% 49
2022
Q2 		$6.8M Buy
142,150
+220
+0.2% +$11.4K 0.47% 89
2022
Q1 		$8.47M Buy
141,930
+26,330
+23% +$1.62M 0.53% 77
2021
Q4 		$8.39M Sell
115,600
-44,100
-28% -$3.17M 0.49% 95
2021
Q3 		$10.3M Sell
159,700
-59,100
-27% -$3.7M 0.62% 55
2021
Q2 		$12.9M Buy
218,800
+66,750
+44% +$3.91M 0.75% 34
2021
Q1 		$9.31M Sell
152,050
-39,050
-20% -$2.08M 0.59% 62
2020
Q4 		$8.68M Buy
191,100
+75,090
+65% +$2.99M 0.62% 59
2020
Q3 		$4.13M Buy
116,010
+64,990
+127% +$2.21M 0.36% 119
2020
Q2 		$1.54M Sell
51,020
-1,940
-4% -$56.8K 0.14% 172
2020
Q1 		$1.54M Sell
52,960
-135,390
-72% -$4.57M 0.16% 152
2019
Q4 		$7.08M Buy
188,350
+43,730
+30% +$1.66M 0.52% 86
2019
Q3 		$5.64M Sell
144,620
-13,670
-9% -$505K 0.43% 103
2019
Q2 		$5.99M Sell
158,290
-890
-0.6% -$33.9K 0.44% 106
2019
Q1 		$5.91M Buy
159,180
+1,950
+1% +$70.9K 0.44% 104
2018
Q4 		$5.16M Sell
157,230
-2,850
-2% -$96.3K 0.43% 102
2018
Q3 		$5.71M Buy
160,080
+2,910
+2% +$107K 0.38% 116
2018
Q2 		$5.6M Buy
157,170
+47,260
+43% +$1.64M 0.37% 118
2018
Q1 		$3.79M Buy
109,910
+70
+0.1% +$2.49K 0.25% 152
2017
Q4 		$4.15M Buy
109,840
+310
+0.3% +$11.6K 0.27% 136
2017
Q3 		$4.11M Buy
+109,530
New +$4.09M 0.27% 144

Other funds holding UHAL

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Heartland Advisors's UHAL Position: Q1 2023 in Review

Heartland Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 30,146 shares — an estimated $1.81M sold.

Heartland Advisors first reported a position in UHAL in Q3 2017 and held it in 22 quarters. The position peaked at $12.9M in Q2 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Heartland Advisors reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Heartland Advisors sold 30,146 U-Haul Holding Co shares in Q1 2023, an estimated $1.81M.
  • Heartland Advisors first reported a position in U-Haul Holding Co in Q3 2017 and held it in 22 quarters.
  • Heartland Advisors's U-Haul Holding Co position peaked at $12.9M in Q2 2021.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Heartland Advisors's 13F filing for Q1 2023, filed 11 May 2023.