Illinois Municipal Retirement Fund’s U-Haul Holding Co UHAL Stock Holding History

Illinois Municipal Retirement Fund’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
2023 Q1	–	Sell	-1,406	Closed	-$85K	–	838
2022 Q4	$85K	Sell	1,406 -12,654	-90%	-$728K	﹤0.01%	808
2022 Q3	$716K	Hold	14,060	–	–	0.02%	662
2022 Q2	$672K	Hold	14,060	–	–	0.02%	697
2022 Q1	$839K	Hold	14,060	–	–	0.02%	543
2021 Q4	$1.02M	Buy	14,060 +3,020	+27%	+$217K	0.03%	520
2021 Q3	$713K	Hold	11,040	–	–	0.03%	549
2021 Q2	$651K	Buy	11,040 +5,230	+90%	+$307K	0.03%	577
2021 Q1	$356K	Sell	5,810 -2,880	-33%	-$153K	0.02%	767
2020 Q4	$394K	Buy	8,690 +5,290	+156%	+$211K	0.02%	721
2020 Q3	$121K	Buy	+3,400	New	+$116K	0.02%	767

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Illinois Municipal Retirement Fund's UHAL Position: Q1 2023 in Review

Illinois Municipal Retirement Fund sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 1,406 shares — an estimated $85K sold.

Illinois Municipal Retirement Fund first reported a position in UHAL in Q3 2020 and held it in 10 quarters. The position peaked at $1.02M in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

Illinois Municipal Retirement Fund reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
Illinois Municipal Retirement Fund sold 1,406 U-Haul Holding Co shares in Q1 2023, an estimated $85K.
Illinois Municipal Retirement Fund first reported a position in U-Haul Holding Co in Q3 2020 and held it in 10 quarters.
Illinois Municipal Retirement Fund's U-Haul Holding Co position peaked at $1.02M in Q4 2021.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Illinois Municipal Retirement Fund's 13F filing for Q1 2023, filed 5 May 2023.