Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s U-Haul Holding Co UHAL Stock Holding History

Kovitz Investment Group 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
Q1 		– Sell
-11,020
Closed -$500K – 463
2021
Q4 		$500K Buy
+11,020
New +$793K 0.01% 336
2021
Q2 		– Sell
-9,850
Closed -$603K – 442
2021
Q1 		$603K Sell
9,850
-1,170
-11% -$62.2K 0.01% 330
2020
Q4 		$500K Sell
11,020
-3,610
-25% -$144K 0.01% 335
2020
Q3 		$521K Sell
14,630
-757,810
-98% -$25.8M 0.01% 320
2020
Q2 		$23.3M Sell
772,440
-643,200
-45% -$18.8M 0.72% 38
2020
Q1 		$41.1M Buy
1,415,640
+36,630
+3% +$1.24M 1.48% 24
2019
Q4 		$51.8M Buy
1,379,010
+4,150
+0.3% +$158K 1.51% 21
2019
Q3 		$53.6M Sell
1,374,860
-370,090
-21% -$13.7M 1.71% 16
2019
Q2 		$66.1M Sell
1,744,950
-155,290
-8% -$5.92M 2.09% 14
2019
Q1 		$70.6M Buy
1,900,240
+10,070
+0.5% +$366K 2.23% 11
2018
Q4 		$62M Buy
1,890,170
+14,770
+0.8% +$499K 2.45% 10
2018
Q3 		$66.9M Buy
1,875,400
+150
+0% +$5.54K 3.04% 10
2018
Q2 		$66.8M Buy
1,875,250
+442,100
+31% +$15.4M 3.11% 10
2018
Q1 		$49.5M Buy
1,433,150
+35,860
+3% +$1.27M 2.39% 16
2017
Q4 		$52.8K Buy
1,397,290
+35,790
+3% +$1.34M 2.26% 17
2017
Q3 		$51M Buy
1,361,500
+37,570
+3% +$1.4M 2.54% 16
2017
Q2 		$48.5M Buy
1,323,930
+263,850
+25% +$9.57M 2.58% 18
2017
Q1 		$40.4M Buy
1,060,080
+30,410
+3% +$1.14M 2.22% 23
2016
Q4 		$38.1M Buy
1,029,670
+557,520
+118% +$19.1M 2.22% 25
2016
Q3 		$15.3M Buy
+472,150
New +$16.9M 0.94% 31

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Kovitz Investment Group Partners's UHAL Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 11,020 shares — an estimated $500K sold.

Kovitz Investment Group Partners first reported a position in UHAL in Q3 2016 and held it in 20 quarters. The position peaked at $70.6M in Q1 2019. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

  • Kovitz Investment Group Partners reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,020 U-Haul Holding Co shares in Q1 2022, an estimated $500K.
  • Kovitz Investment Group Partners first reported a position in U-Haul Holding Co in Q3 2016 and held it in 20 quarters.
  • Kovitz Investment Group Partners's U-Haul Holding Co position peaked at $70.6M in Q1 2019.
  • 306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.