Holocene Advisors
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Holocene Advisors’s U-Haul Holding Co UHAL Stock Holding History

Holocene 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
2022
Q4 		– Sell
-28,020
Closed -$1.43M – 914
2022
Q3 		$1.43M Sell
28,020
-3,220
-10% -$169K 0.01% 529
2022
Q2 		$1.49M Buy
+31,240
New +$1.62M 0.01% 614
2020
Q1 		– Sell
-14,530
Closed -$546K – 828
2019
Q4 		$546K Buy
+14,530
New +$552K ﹤0.01% 621
2018
Q2 		– Sell
-10,020
Closed -$346K – 738
2018
Q1 		$346K Buy
10,020
+3,660
+58% +$130K 0.01% 369
2017
Q4 		$240K Buy
+6,360
New +$238K 0.01% 588

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holocene Advisors's UHAL Position: Q4 2022 in Review

Holocene Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 28,020 shares — an estimated $1.43M sold.

Holocene Advisors first reported a position in UHAL in Q4 2017 and held it in 5 quarters. The position peaked at $1.49M in Q2 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Holocene Advisors reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Holocene Advisors sold 28,020 U-Haul Holding Co shares in Q4 2022, an estimated $1.43M.
  • Holocene Advisors first reported a position in U-Haul Holding Co in Q4 2017 and held it in 5 quarters.
  • Holocene Advisors's U-Haul Holding Co position peaked at $1.49M in Q2 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Holocene Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.