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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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return