Maryland State Retirement & Pension System’s U-Haul Holding Co UHAL Stock Holding History

Maryland State Retirement & Pension System’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	-7,120	Closed	-$363K	–	1512
2022 Q3	$363K	Hold	7,120	–	–	0.03%	407
2022 Q2	$340K	Hold	7,120	–	–	0.01%	1205
2022 Q1	$425K	Hold	7,120	–	–	0.01%	1158
2021 Q4	$517K	Hold	7,120	–	–	0.01%	1074
2021 Q3	$473K	Hold	7,120	–	–	0.01%	1117
2021 Q2	$416K	Hold	7,120	–	–	0.01%	789
2021 Q1	$436K	Buy	+7,120	New	+$379K	0.02%	787

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

ACM

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

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

Maryland State Retirement & Pension System's UHAL Position: Q4 2022 in Review

Maryland State Retirement & Pension System sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 7,120 shares — an estimated $363K sold.

Maryland State Retirement & Pension System first reported a position in UHAL in Q1 2021 and held it in 7 quarters. The position peaked at $517K in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Maryland State Retirement & Pension System reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Maryland State Retirement & Pension System sold 7,120 U-Haul Holding Co shares in Q4 2022, an estimated $363K.
Maryland State Retirement & Pension System first reported a position in U-Haul Holding Co in Q1 2021 and held it in 7 quarters.
Maryland State Retirement & Pension System's U-Haul Holding Co position peaked at $517K in Q4 2021.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Maryland State Retirement & Pension System's 13F filing for Q4 2022, filed 18 Jan 2023.