Lord, Abbett & Co
UHAL icon

Lord, Abbett & Co’s U-Haul Holding Co UHAL Stock Holding History

Lord, Abbett & Co’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
2025
Q1 		– Sell
-300,000
Closed -$20.7M – 584
2024
Q4 		$20.7M Buy
300,000
+75,964
+34% +$5.51M 0.07% 319
2024
Q3 		$17.4M Buy
+224,036
New +$15.3M 0.06% 346
2021
Q2 		– Sell
-410,450
Closed -$25.1M – 713
2021
Q1 		$25.1M Sell
410,450
-130,550
-24% -$6.95M 0.06% 389
2020
Q4 		$24.6M Hold
541,000
– – 0.06% 378
2020
Q3 		$19.3M Buy
+541,000
New +$18.4M 0.06% 384
2016
Q1 		– Sell
-336,730
Closed -$13.1M – 953
2015
Q4 		$13.1M Sell
336,730
-172,910
-34% -$6.99M 0.04% 524
2015
Q3 		$20.1M Buy
+509,640
New +$18.5M 0.06% 422

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co's UHAL Position: Q1 2025 in Review

Lord, Abbett & Co sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 300,000 shares — an estimated $20.7M sold.

Lord, Abbett & Co first reported a position in UHAL in Q3 2015 and held it in 7 quarters. The position peaked at $25.1M in Q1 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Lord, Abbett & Co reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 300,000 U-Haul Holding Co shares in Q1 2025, an estimated $20.7M.
  • Lord, Abbett & Co first reported a position in U-Haul Holding Co in Q3 2015 and held it in 7 quarters.
  • Lord, Abbett & Co's U-Haul Holding Co position peaked at $25.1M in Q1 2021.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Lord, Abbett & Co's 13F filing for Q1 2025, filed 13 May 2025.