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JNE Partners’s U-Haul Holding Co UHAL Stock Holding History

JNE Partners’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
-64,000
Closed -$3.26M – 12
2022
Q3 		$3.26M Hold
64,000
– – 1.89% 11
2022
Q2 		$3.06M Hold
64,000
– – 2% 11
2022
Q1 		$3.82M Hold
64,000
– – 1.81% 13
2021
Q4 		$4.65M Sell
64,000
-444,260
-87% -$32M 3.05% 10
2021
Q3 		$32.8M Hold
508,260
– – 18.52% 1
2021
Q2 		$30M Sell
508,260
-132,190
-21% -$7.75M 21.99% 2
2021
Q1 		$39.2M Sell
640,450
-77,810
-11% -$4.14M 24.73% 1
2020
Q4 		$32.6M Hold
718,260
– – 39.99% 1
2020
Q3 		$25.6M Hold
718,260
– – 22.32% 1
2020
Q2 		$21.7M Sell
718,260
-87,740
-11% -$2.57M 27.27% 2
2020
Q1 		$23.4M Buy
+806,000
New +$27.2M 24.34% 2

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

JNE Partners's UHAL Position: Q4 2022 in Review

JNE Partners sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 64,000 shares — an estimated $3.26M sold.

JNE Partners first reported a position in UHAL in Q1 2020 and held it in 11 quarters. The position peaked at $39.2M in Q1 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • JNE Partners reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • JNE Partners sold 64,000 U-Haul Holding Co shares in Q4 2022, an estimated $3.26M.
  • JNE Partners first reported a position in U-Haul Holding Co in Q1 2020 and held it in 11 quarters.
  • JNE Partners's U-Haul Holding Co position peaked at $39.2M in Q1 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

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