IFM Investors’s U-Haul Holding Co UHAL Stock Holding History

IFM Investors’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	-12,410	Closed	-$632K	–	643
2022 Q3	$632K	Hold	12,410	–	–	0.01%	595
2022 Q2	$593K	Hold	12,410	–	–	0.01%	601
2022 Q1	$741K	Buy	12,410 +90	+0.7%	+$5.55K	0.01%	598
2021 Q4	$895K	Hold	12,320	–	–	0.02%	584
2021 Q3	$796K	Hold	12,320	–	–	0.02%	572
2021 Q2	$726K	Hold	12,320	–	–	0.01%	596
2021 Q1	$755K	Buy	12,320 +1,090	+10%	+$58K	0.02%	578
2020 Q4	$510K	Buy	11,230 +3,640	+48%	+$145K	0.02%	586
2020 Q3	$270K	Hold	7,590	–	–	0.01%	592
2020 Q2	$229K	Sell	7,590 -1,760	-19%	-$51.6K	0.01%	588
2020 Q1	$277K	Sell	9,350 -450	-5%	-$15.2K	0.01%	585
2019 Q4	$368K	Hold	9,800	–	–	0.01%	598
2019 Q3	$382K	Buy	9,800 +2,400	+32%	+$88.7K	0.01%	592
2019 Q2	$280K	Buy	7,400 +450	+6%	+$17.1K	0.02%	598
2019 Q1	$258K	Hold	6,950	–	–	0.02%	582
2018 Q4	$228K	Sell	6,950 -1,050	-13%	-$35.5K	0.02%	582
2018 Q3	$285K	Buy	+8,000	New	+$295K	0.02%	572

Other funds holding UHAL

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 New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFM Investors's UHAL Position: Q4 2022 in Review

IFM Investors sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 12,410 shares — an estimated $632K sold.

IFM Investors first reported a position in UHAL in Q3 2018 and held it in 17 quarters. The position peaked at $895K in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

IFM Investors reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
IFM Investors sold 12,410 U-Haul Holding Co shares in Q4 2022, an estimated $632K.
IFM Investors first reported a position in U-Haul Holding Co in Q3 2018 and held it in 17 quarters.
IFM Investors's U-Haul Holding Co position peaked at $895K in Q4 2021.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

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