Horizon Investment Services’s U-Haul Holding Co UHAL Stock Holding History

Horizon Investment Services’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 Q3	–	Sell	-12,580	Closed	-$602K	–	103
2022 Q2	$602K	Sell	12,580 -80	-0.6%	-$4.14K	0.4%	62
2022 Q1	$756K	Buy	12,660 +5,620	+80%	+$346K	0.4%	63
2021 Q4	$511K	Buy	+7,040	New	+$507K	0.23%	83
2016 Q3	–	Sell	-92,650	Closed	-$3.47M	–	119
2016 Q2	$3.47M	Sell	92,650 -6,120	-6%	-$221K	1.75%	25
2016 Q1	$3.53M	Buy	+98,770	New	+$3.44M	1.61%	26
2013 Q3	–	Sell	-119,590	Closed	-$1.94M	–	117
2013 Q2	$1.94M	Buy	+119,590	New	+$1.99M	1.54%	30

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Horizon Investment Services's UHAL Position: Q3 2022 in Review

Horizon Investment Services sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 12,580 shares — an estimated $602K sold.

Horizon Investment Services first reported a position in UHAL in Q2 2013 and held it in 6 quarters. The position peaked at $3.53M in Q1 2016. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

Horizon Investment Services reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
Horizon Investment Services sold 12,580 U-Haul Holding Co shares in Q3 2022, an estimated $602K.
Horizon Investment Services first reported a position in U-Haul Holding Co in Q2 2013 and held it in 6 quarters.
Horizon Investment Services's U-Haul Holding Co position peaked at $3.53M in Q1 2016.
289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Horizon Investment Services's 13F filing for Q3 2022, filed 9 Nov 2022.