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

LMR 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
2023 Q4	–	Sell	-19,425	Closed	-$1.06M	–	1137
2023 Q3	$1.06M	Buy	19,425 +13,766	+243%	+$800K	0.01%	478
2023 Q2	$313K	Buy	+5,659	New	+$332K	﹤0.01%	547
2015 Q4	–	Sell	-90,180	Closed	-$3.55M	–	351
2015 Q3	$3.55M	Buy	+90,180	New	+$3.28M	0.39%	62

Other funds holding UHAL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

LMR Partners's UHAL Position: Q4 2023 in Review

LMR Partners sold out of U-Haul Holding Co (UHAL) in Q4 2023, closing a stake of 19,425 shares — an estimated $1.06M sold.

LMR Partners first reported a position in UHAL in Q3 2015 and held it in 3 quarters. The position peaked at $3.55M in Q3 2015. 194 funds tracked by Wall St. Rank hold UHAL as of Q4 2023.

LMR Partners reported no remaining U-Haul Holding Co position as of Q4 2023 after selling out during the quarter.
LMR Partners sold 19,425 U-Haul Holding Co shares in Q4 2023, an estimated $1.06M.
LMR Partners first reported a position in U-Haul Holding Co in Q3 2015 and held it in 3 quarters.
LMR Partners's U-Haul Holding Co position peaked at $3.55M in Q3 2015.
194 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2023.

Based on LMR Partners's 13F filing for Q4 2023, filed 14 Feb 2024.