Macquarie Group
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Macquarie Group’s U-Haul Holding Co UHAL Stock Holding History

Macquarie Group’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
-16,210
Closed -$825K – 2125
2022
Q3 		$825K Sell
16,210
-5,630
-26% -$295K ﹤0.01% 1463
2022
Q2 		$1.04M Buy
21,840
+350
+2% +$18.1K ﹤0.01% 1469
2022
Q1 		$1.28M Buy
21,490
+60
+0.3% +$3.7K ﹤0.01% 1490
2021
Q4 		$1.56M Sell
21,430
-4,840
-18% -$348K ﹤0.01% 1442
2021
Q3 		$1.7M Sell
26,270
-2,200
-8% -$138K ﹤0.01% 1433
2021
Q2 		$1.68M Buy
28,470
+18,850
+196% +$1.1M ﹤0.01% 1465
2021
Q1 		$589K Buy
9,620
+240
+3% +$12.8K ﹤0.01% 1501
2020
Q4 		$426K Sell
9,380
-720
-7% -$28.7K ﹤0.01% 1479
2020
Q3 		$359K Buy
10,100
+1,800
+22% +$61.3K ﹤0.01% 1487
2020
Q2 		$251K Sell
8,300
-1,290
-13% -$37.8K ﹤0.01% 1496
2020
Q1 		$278K Sell
9,590
-1,060
-10% -$35.8K ﹤0.01% 1381
2019
Q4 		$401K Buy
10,650
+7,650
+255% +$290K ﹤0.01% 1442
2019
Q3 		$117K Hold
3,000
– – ﹤0.01% 1710
2019
Q2 		$114K Hold
3,000
– – ﹤0.01% 1679
2019
Q1 		$111K Hold
3,000
– – ﹤0.01% 1518
2018
Q4 		$98K Sell
3,000
-1,000
-25% -$33.8K ﹤0.01% 1502
2018
Q3 		$143K Hold
4,000
– – ﹤0.01% 1533
2018
Q2 		$143K Hold
4,000
– – ﹤0.01% 1756
2018
Q1 		$139K Hold
4,000
– – ﹤0.01% 1808
2017
Q4 		$150K Hold
4,000
– – ﹤0.01% 1809
2017
Q3 		$149K Hold
4,000
– – ﹤0.01% 1831
2017
Q2 		$147K Hold
4,000
– – ﹤0.01% 1451
2017
Q1 		$152K Hold
4,000
– – ﹤0.01% 1464
2016
Q4 		$148K Buy
+4,000
New +$137K ﹤0.01% 1464
2016
Q2 		– Sell
-4,000
Closed -$143K – 1626
2016
Q1 		$143K Hold
4,000
– – ﹤0.01% 1418
2015
Q4 		$156K Buy
+4,000
New +$162K ﹤0.01% 1370
2015
Q3 		– Sell
-12,000
Closed -$392K – 1645
2015
Q2 		$392K Buy
+12,000
New +$392K ﹤0.01% 1339

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 $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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group's UHAL Position: Q4 2022 in Review

Macquarie Group sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 16,210 shares — an estimated $825K sold.

Macquarie Group first reported a position in UHAL in Q2 2015 and held it in 27 quarters. The position peaked at $1.7M in Q3 2021. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Macquarie Group reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Macquarie Group sold 16,210 U-Haul Holding Co shares in Q4 2022, an estimated $825K.
  • Macquarie Group first reported a position in U-Haul Holding Co in Q2 2015 and held it in 27 quarters.
  • Macquarie Group's U-Haul Holding Co position peaked at $1.7M in Q3 2021.
  • 213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Macquarie Group's 13F filing for Q4 2022, filed 21 Feb 2023.