Mackenzie Financial
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Mackenzie Financial’s U-Haul Holding Co UHAL Stock Holding History

Mackenzie Financial’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
-130,490
Closed -$6.64M – 1593
2022
Q3 		$6.64M Sell
130,490
-4,850
-4% -$254K 0.01% 473
2022
Q2 		$6.47M Sell
135,340
-42,240
-24% -$2.18M 0.01% 507
2022
Q1 		$10.6M Sell
177,580
-8,110
-4% -$500K 0.01% 451
2021
Q4 		$13.5M Buy
185,690
+20,670
+13% +$1.49M 0.02% 430
2021
Q3 		$10.7M Buy
165,020
+146,070
+771% +$9.16M 0.02% 453
2021
Q2 		$1.12M Buy
18,950
+1,520
+9% +$89.1K ﹤0.01% 845
2021
Q1 		$1.07M Buy
+17,430
New +$927K ﹤0.01% 803
2020
Q3 		– Sell
-80,000
Closed -$2.42M – 1053
2020
Q2 		$2.42M Hold
80,000
– – 0.01% 514
2020
Q1 		$2.32M Buy
+80,000
New +$2.7M 0.01% 474
2019
Q3 		– Sell
-60,970
Closed -$2.31M – 1101
2019
Q2 		$2.31M Sell
60,970
-25,110
-29% -$957K 0.01% 599
2019
Q1 		$3.2M Sell
86,080
-108,260
-56% -$3.93M 0.01% 656
2018
Q4 		$6.38M Buy
194,340
+86,570
+80% +$2.92M 0.02% 459
2018
Q3 		$3.84M Buy
107,770
+45,460
+73% +$1.68M 0.01% 532
2018
Q2 		$2.22M Buy
+62,310
New +$2.17M 0.01% 580

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial's UHAL Position: Q4 2022 in Review

Mackenzie Financial sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 130,490 shares — an estimated $6.64M sold.

Mackenzie Financial first reported a position in UHAL in Q2 2018 and held it in 14 quarters. The position peaked at $13.5M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Mackenzie Financial reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Mackenzie Financial sold 130,490 U-Haul Holding Co shares in Q4 2022, an estimated $6.64M.
  • Mackenzie Financial first reported a position in U-Haul Holding Co in Q2 2018 and held it in 14 quarters.
  • Mackenzie Financial's U-Haul Holding Co position peaked at $13.5M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Mackenzie Financial's 13F filing for Q4 2022, filed 14 Feb 2023.