Martingale Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Martingale Asset Management’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
2023 Q1	–	Sell	-6,067	Closed	-$365K	–	900
2022 Q4	$365K	Sell	6,067 -158,363	-96%	-$9.11M	0.01%	683
2022 Q3	$8.37M	Sell	164,430 -2,820	-2%	-$148K	0.17%	144
2022 Q2	$8M	Sell	167,250 -2,000	-1%	-$103K	0.15%	156
2022 Q1	$10.1M	Buy	169,250 +109,470	+183%	+$6.75M	0.15%	152
2021 Q4	$4.34M	Buy	+59,780	New	+$4.3M	0.06%	196
2021 Q3	–	Sell	-3,610	Closed	-$213K	–	932
2021 Q2	$213K	Buy	+3,610	New	+$212K	﹤0.01%	792
2013 Q3	–	Sell	-114,030	Closed	-$1.85M	–	1050
2013 Q2	$1.85M	Buy	+114,030	New	+$1.89M	0.07%	310

Other funds holding UHAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Martingale Asset Management's UHAL Position: Q1 2023 in Review

Martingale Asset Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 6,067 shares — an estimated $365K sold.

Martingale Asset Management first reported a position in UHAL in Q2 2013 and held it in 7 quarters. The position peaked at $10.1M in Q1 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

Martingale Asset Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
Martingale Asset Management sold 6,067 U-Haul Holding Co shares in Q1 2023, an estimated $365K.
Martingale Asset Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 7 quarters.
Martingale Asset Management's U-Haul Holding Co position peaked at $10.1M in Q1 2022.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Martingale Asset Management's 13F filing for Q1 2023, filed 12 May 2023.