New York State Teachers Retirement System (NYSTRS)’s U-Haul Holding Co UHAL Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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 Q2	–	Sell	-3,000	Closed	-$179K	–	1634
2022 Q1	$179K	Sell	3,000 -5,000	-63%	-$308K	﹤0.01%	1537
2021 Q4	$581K	Buy	+8,000	New	+$576K	﹤0.01%	1401
2017 Q3	–	Sell	-5,000	Closed	-$183K	–	1671
2017 Q2	$183K	Buy	+5,000	New	+$181K	﹤0.01%	1526
2016 Q4	–	Sell	-5,000	Closed	-$162K	–	1685
2016 Q3	$162K	Buy	+5,000	New	+$179K	﹤0.01%	1531
2016 Q2	–	Sell	-6,000	Closed	-$214K	–	1673
2016 Q1	$214K	Hold	6,000	–	–	﹤0.01%	1498
2015 Q4	$234K	Hold	6,000	–	–	﹤0.01%	1492
2015 Q3	$236K	Hold	6,000	–	–	﹤0.01%	1495
2015 Q2	$196K	Buy	+6,000	New	+$196K	﹤0.01%	1521

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SCM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)'s UHAL Position: Q2 2022 in Review

New York State Teachers Retirement System (NYSTRS) sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 3,000 shares — an estimated $179K sold.

New York State Teachers Retirement System (NYSTRS) first reported a position in UHAL in Q2 2015 and held it in 8 quarters. The position peaked at $581K in Q4 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

New York State Teachers Retirement System (NYSTRS) reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
New York State Teachers Retirement System (NYSTRS) sold 3,000 U-Haul Holding Co shares in Q2 2022, an estimated $179K.
New York State Teachers Retirement System (NYSTRS) first reported a position in U-Haul Holding Co in Q2 2015 and held it in 8 quarters.
New York State Teachers Retirement System (NYSTRS)'s U-Haul Holding Co position peaked at $581K in Q4 2021.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q2 2022, filed 1 Aug 2022.