Neuberger Berman Group
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Neuberger Berman Group’s U-Haul Holding Co UHAL Stock Holding History

Neuberger Berman 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
-14,780
Closed -$753K – 1877
2022
Q3 		$753K Buy
14,780
+10,190
+222% +$534K ﹤0.01% 1348
2022
Q2 		$220K Buy
+4,590
New +$237K ﹤0.01% 1735
2022
Q1 		– Sell
-28,780
Closed -$2.09M – 1983
2021
Q4 		$2.09M Buy
28,780
+7,270
+34% +$523K ﹤0.01% 1177
2021
Q3 		$1.39M Buy
+21,510
New +$1.35M ﹤0.01% 1242
2020
Q2 		– Sell
-8,330
Closed -$242K – 1606
2020
Q1 		$242K Sell
8,330
-440
-5% -$14.9K ﹤0.01% 1384
2019
Q4 		$330K Buy
8,770
+150
+2% +$5.69K ﹤0.01% 1364
2019
Q3 		$336K Buy
8,620
+350
+4% +$12.9K ﹤0.01% 1355
2019
Q2 		$313K Sell
8,270
-150
-2% -$5.71K ﹤0.01% 1389
2019
Q1 		$313K Sell
8,420
-1,830
-18% -$66.5K ﹤0.01% 1357
2018
Q4 		$336K Buy
10,250
+60
+0.6% +$2.03K ﹤0.01% 1339
2018
Q3 		$363K Buy
10,190
+470
+5% +$17.3K ﹤0.01% 1384
2018
Q2 		$346K Buy
9,720
+480
+5% +$16.7K ﹤0.01% 1469
2018
Q1 		$319K Sell
9,240
-7,070
-43% -$251K ﹤0.01% 1455
2017
Q4 		$617K Buy
16,310
+10,380
+175% +$388K ﹤0.01% 1350
2017
Q3 		$222K Buy
+5,930
New +$222K ﹤0.01% 1502
2016
Q3 		– Sell
-17,040
Closed -$638K – 1633
2016
Q2 		$638K Sell
17,040
-82,470
-83% -$2.98M ﹤0.01% 1200
2016
Q1 		$3.56M Buy
99,510
+7,690
+8% +$268K ﹤0.01% 896
2015
Q4 		$3.58M Buy
91,820
+40,430
+79% +$1.63M ﹤0.01% 930
2015
Q3 		$2.02M Buy
+51,390
New +$1.87M ﹤0.01% 1021

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

Neuberger Berman Group's UHAL Position: Q4 2022 in Review

Neuberger Berman Group sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 14,780 shares — an estimated $753K sold.

Neuberger Berman Group first reported a position in UHAL in Q3 2015 and held it in 19 quarters. The position peaked at $3.58M in Q4 2015. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Neuberger Berman Group reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Neuberger Berman Group sold 14,780 U-Haul Holding Co shares in Q4 2022, an estimated $753K.
  • Neuberger Berman Group first reported a position in U-Haul Holding Co in Q3 2015 and held it in 19 quarters.
  • Neuberger Berman Group's U-Haul Holding Co position peaked at $3.58M in Q4 2015.
  • 213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

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