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MD Financial Management’s U-Haul Holding Co UHAL Stock Holding History

MD Financial 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
2021
Q4 		$940K Buy
12,950
+1,240
+11% +$89.3K 0.02% 256
2021
Q3 		$757K Sell
11,710
-1,390
-11% -$87.1K 0.02% 255
2021
Q2 		$772K Buy
+13,100
New +$768K 0.02% 248

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MD Financial Management's UHAL Position: Q4 2021 in Review

MD Financial Management increased its U-Haul Holding Co (UHAL) stake by 11% in Q4 2021, buying an estimated $89.3K and bringing the position to 12,950 shares worth $940K. The position accounts for 0.02% of the portfolio, ranked #256.

MD Financial Management first reported a position in UHAL in Q2 2021 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

  • MD Financial Management held 12,950 shares of U-Haul Holding Co worth $940K as of Q4 2021.
  • MD Financial Management bought 1,240 U-Haul Holding Co shares in Q4 2021, an estimated $89.3K.
  • U-Haul Holding Co made up 0.02% of MD Financial Management's portfolio in Q4 2021, its #256 holding.
  • MD Financial Management first reported a position in U-Haul Holding Co in Q2 2021 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.