Loomis, Sayles & Company
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Loomis, Sayles & Company’s U-Haul Holding Co UHAL Stock Holding History

Loomis, Sayles & Company’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
2024
Q1 		– Sell
-145
Closed -$10K – 962
2023
Q4 		$10K Sell
145
-13
-8% -$737 ﹤0.01% 792
2023
Q3 		$9K Buy
158
+66
+72% +$3.83K ﹤0.01% 820
2023
Q2 		$5K Sell
92
-101
-52% -$5.92K ﹤0.01% 868
2023
Q1 		$12K Buy
+193
New +$12.1K ﹤0.01% 809
2022
Q4 		– Sell
-40
Closed -$2K – 985
2022
Q3 		$2K Sell
40
-20
-33% -$1.05K ﹤0.01% 853
2022
Q2 		$3K Sell
60
-30
-33% -$1.55K ﹤0.01% 790
2022
Q1 		$5K Sell
90
-2,140
-96% -$132K ﹤0.01% 801
2021
Q4 		$162K Buy
+2,230
New +$161K ﹤0.01% 575

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company's UHAL Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 145 shares — an estimated $10K sold.

Loomis, Sayles & Company first reported a position in UHAL in Q4 2021 and held it in 8 quarters. The position peaked at $162K in Q4 2021. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 145 U-Haul Holding Co shares in Q1 2024, an estimated $10K.
  • Loomis, Sayles & Company first reported a position in U-Haul Holding Co in Q4 2021 and held it in 8 quarters.
  • Loomis, Sayles & Company's U-Haul Holding Co position peaked at $162K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.