KBC Group’s U-Haul Holding Co UHAL Stock Holding History

KBC Group’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	-6,300	Closed	-$321K	–	1559
2022 Q3	$321K	Hold	6,300	–	–	﹤0.01%	842
2022 Q2	$301K	Hold	6,300	–	–	﹤0.01%	863
2022 Q1	$376K	Buy	6,300 +500	+9%	+$30.8K	﹤0.01%	883
2021 Q4	$421K	Buy	5,800 +220	+4%	+$15.8K	﹤0.01%	911
2021 Q3	$360K	Hold	5,580	–	–	﹤0.01%	953
2021 Q2	$329K	Hold	5,580	–	–	﹤0.01%	1003
2021 Q1	$342K	Hold	5,580	–	–	﹤0.01%	965
2020 Q4	$253K	Hold	5,580	–	–	﹤0.01%	1002
2020 Q3	$199K	Hold	5,580	–	–	﹤0.01%	1008
2020 Q2	$169K	Sell	5,580 -1,440	-21%	-$42.2K	﹤0.01%	1099
2020 Q1	$204K	Hold	7,020	–	–	﹤0.01%	1025
2019 Q4	$264K	Hold	7,020	–	–	﹤0.01%	1246
2019 Q3	$274K	Hold	7,020	–	–	﹤0.01%	1209
2019 Q2	$266K	Hold	7,020	–	–	﹤0.01%	1188
2019 Q1	$261K	Hold	7,020	–	–	﹤0.01%	1204
2018 Q4	$230K	Hold	7,020	–	–	﹤0.01%	1107
2018 Q3	$250K	Hold	7,020	–	–	﹤0.01%	1239
2018 Q2	$250K	Hold	7,020	–	–	﹤0.01%	1121
2018 Q1	$242K	Hold	7,020	–	–	﹤0.01%	1109
2017 Q4	$265K	Hold	7,020	–	–	﹤0.01%	1099
2017 Q3	$263K	Hold	7,020	–	–	﹤0.01%	1098
2017 Q2	$256K	Hold	7,020	–	–	﹤0.01%	1080
2017 Q1	$268K	Buy	7,020 +4,200	+149%	+$158K	﹤0.01%	1153
2016 Q4	$104K	Hold	2,820	–	–	﹤0.01%	1256
2016 Q3	$91K	Hold	2,820	–	–	﹤0.01%	1234
2016 Q2	$106K	Hold	2,820	–	–	﹤0.01%	1156
2016 Q1	$100K	Hold	2,820	–	–	﹤0.01%	1151
2015 Q4	$110K	Buy	+2,820	New	+$114K	﹤0.01%	1104

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KBC Group's UHAL Position: Q4 2022 in Review

KBC Group sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 6,300 shares — an estimated $321K sold.

KBC Group first reported a position in UHAL in Q4 2015 and held it in 28 quarters. The position peaked at $421K in Q4 2021. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

KBC Group reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
KBC Group sold 6,300 U-Haul Holding Co shares in Q4 2022, an estimated $321K.
KBC Group first reported a position in U-Haul Holding Co in Q4 2015 and held it in 28 quarters.
KBC Group's U-Haul Holding Co position peaked at $421K in Q4 2021.
213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on KBC Group's 13F filing for Q4 2022, filed 13 Feb 2023.