HCA
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Hyperion Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Hyperion Capital 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
-21,950
Closed -$1.12M – 58
2022
Q3 		$1.12M Buy
21,950
+1,200
+6% +$62.9K 0.55% 25
2022
Q2 		$992K Buy
+20,750
New +$1.07M 0.46% 27

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

Hyperion Capital Advisors's UHAL Position: Q4 2022 in Review

Hyperion Capital Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 21,950 shares — an estimated $1.12M sold.

Hyperion Capital Advisors first reported a position in UHAL in Q2 2022 and held it in 2 quarters. The position peaked at $1.12M in Q3 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Hyperion Capital Advisors reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Hyperion Capital Advisors sold 21,950 U-Haul Holding Co shares in Q4 2022, an estimated $1.12M.
  • Hyperion Capital Advisors first reported a position in U-Haul Holding Co in Q2 2022 and held it in 2 quarters.
  • Hyperion Capital Advisors's U-Haul Holding Co position peaked at $1.12M in Q3 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

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