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Ontario Teachers' Pension Plan Board’s U-Haul Holding Co UHAL Stock Holding History

Ontario Teachers' Pension Plan Board’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
-27,650
Closed -$1.41M – 562
2022
Q3 		$1.41M Sell
27,650
-4,160
-13% -$218K 0.02% 239
2022
Q2 		$1.52M Buy
31,810
+12,230
+62% +$632K 0.02% 151
2022
Q1 		$1.17M Sell
19,580
-7,260
-27% -$448K 0.01% 166
2021
Q4 		$1.95M Buy
26,840
+9,100
+51% +$655K 0.02% 101
2021
Q3 		$1.15M Buy
+17,740
New +$1.11M ﹤0.01% 175

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

Ontario Teachers' Pension Plan Board's UHAL Position: Q4 2022 in Review

Ontario Teachers' Pension Plan Board sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 27,650 shares — an estimated $1.41M sold.

Ontario Teachers' Pension Plan Board first reported a position in UHAL in Q3 2021 and held it in 5 quarters. The position peaked at $1.95M in Q4 2021. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Ontario Teachers' Pension Plan Board reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 27,650 U-Haul Holding Co shares in Q4 2022, an estimated $1.41M.
  • Ontario Teachers' Pension Plan Board first reported a position in U-Haul Holding Co in Q3 2021 and held it in 5 quarters.
  • Ontario Teachers' Pension Plan Board's U-Haul Holding Co position peaked at $1.95M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q4 2022, filed 10 Feb 2023.