Macquarie Group

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	$1.28K	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	–	1639
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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