Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Hotchkis & Wiley Capital Management’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
-666,660
Closed -$33.9M – 547
2022
Q3 		$33.9M Sell
666,660
-97,110
-13% -$5.09M 0.15% 98
2022
Q2 		$36.5M Buy
763,770
+450,270
+144% +$23.3M 0.15% 91
2022
Q1 		$18.7M Buy
313,500
+271,710
+650% +$16.7M 0.06% 124
2021
Q4 		$3.04M Sell
41,790
-875,880
-95% -$63.1M 0.01% 415
2021
Q3 		$59.3M Sell
917,670
-484,190
-35% -$30.4M 0.19% 82
2021
Q2 		$82.6M Buy
1,401,860
+50,670
+4% +$2.97M 0.25% 76
2021
Q1 		$82.8M Sell
1,351,190
-114,670
-8% -$6.1M 0.25% 71
2020
Q4 		$66.5M Sell
1,465,860
-79,260
-5% -$3.16M 0.23% 75
2020
Q3 		$55M Sell
1,545,120
-609,100
-28% -$20.8M 0.25% 71
2020
Q2 		$65.1M Sell
2,154,220
-190,660
-8% -$5.59M 0.3% 68
2020
Q1 		$68.1M Buy
2,344,880
+374,510
+19% +$12.6M 0.38% 60
2019
Q4 		$74M Sell
1,970,370
-111,400
-5% -$4.23M 0.26% 77
2019
Q3 		$81.2M Sell
2,081,770
-15,300
-0.7% -$565K 0.33% 69
2019
Q2 		$79.4M Sell
2,097,070
-370,300
-15% -$14.1M 0.3% 74
2019
Q1 		$91.7M Buy
2,467,370
+211,180
+9% +$7.67M 0.36% 67
2018
Q4 		$74M Buy
2,256,190
+208,460
+10% +$7.04M 0.33% 71
2018
Q3 		$73M Buy
2,047,730
+386,050
+23% +$14.2M 0.26% 78
2018
Q2 		$59.2M Buy
+1,661,680
New +$57.8M 0.22% 81

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

Hotchkis & Wiley Capital Management's UHAL Position: Q4 2022 in Review

Hotchkis & Wiley Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 666,660 shares — an estimated $33.9M sold.

Hotchkis & Wiley Capital Management first reported a position in UHAL in Q2 2018 and held it in 18 quarters. The position peaked at $91.7M in Q1 2019. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Hotchkis & Wiley Capital Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 666,660 U-Haul Holding Co shares in Q4 2022, an estimated $33.9M.
  • Hotchkis & Wiley Capital Management first reported a position in U-Haul Holding Co in Q2 2018 and held it in 18 quarters.
  • Hotchkis & Wiley Capital Management's U-Haul Holding Co position peaked at $91.7M in Q1 2019.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.