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Janney Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Janney 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
-8,310
Closed -$423K – 248
2022
Q3 		$423K Buy
+8,310
New +$435K 0.03% 136
2020
Q4 		– Sell
-8,850
Closed -$315K – 215
2020
Q3 		$315K Sell
8,850
-180
-2% -$6.13K 0.02% 169
2020
Q2 		$273K Sell
9,030
-830
-8% -$24.3K 0.02% 168
2020
Q1 		$286K Sell
9,860
-660
-6% -$22.3K 0.02% 157
2019
Q4 		$395K Sell
10,520
-220
-2% -$8.35K 0.02% 160
2019
Q3 		$419K Sell
10,740
-350
-3% -$12.9K 0.02% 153
2019
Q2 		$420K Buy
11,090
+1,000
+10% +$38.1K 0.02% 140
2019
Q1 		$375K Buy
10,090
+80
+0.8% +$2.91K 0.02% 150
2018
Q4 		$328K Sell
10,010
-1,650
-14% -$55.7K 0.02% 150
2018
Q3 		$416K Hold
11,660
– – 0.02% 162
2018
Q2 		$415K Buy
11,660
+1,200
+11% +$41.7K 0.02% 156
2018
Q1 		$361K Buy
10,460
+800
+8% +$28.4K 0.02% 156
2017
Q4 		$365K Buy
9,660
+320
+3% +$12K 0.02% 164
2017
Q3 		$350K Buy
9,340
+2,940
+46% +$110K 0.02% 173
2017
Q2 		$234K Buy
6,400
+510
+9% +$18.5K 0.01% 164
2017
Q1 		$224K Buy
+5,890
New +$221K 0.01% 165
2013
Q4 		– Sell
-114,280
Closed -$2.1M – 207
2013
Q3 		$2.1M Buy
+114,280
New +$1.97M 0.17% 128

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

Janney Capital Management's UHAL Position: Q4 2022 in Review

Janney Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 8,310 shares — an estimated $423K sold.

Janney Capital Management first reported a position in UHAL in Q3 2013 and held it in 17 quarters. The position peaked at $2.1M in Q3 2013. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Janney Capital Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Janney Capital Management sold 8,310 U-Haul Holding Co shares in Q4 2022, an estimated $423K.
  • Janney Capital Management first reported a position in U-Haul Holding Co in Q3 2013 and held it in 17 quarters.
  • Janney Capital Management's U-Haul Holding Co position peaked at $2.1M in Q3 2013.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Janney Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.