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Oppenheimer Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Oppenheimer Asset 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
2022
Q4 		– Sell
-34,840
Closed -$1.77M – 1183
2022
Q3 		$1.77M Sell
34,840
-520
-1% -$27.2K 0.03% 479
2022
Q2 		$1.69M Sell
35,360
-1,030
-3% -$53.3K 0.03% 517
2022
Q1 		$2.17M Sell
36,390
-810
-2% -$49.9K 0.03% 503
2021
Q4 		$2.7M Buy
37,200
+40
+0.1% +$2.88K 0.04% 457
2021
Q3 		$2.4M Sell
37,160
-710
-2% -$44.5K 0.03% 479
2021
Q2 		$2.23M Buy
37,870
+170
+0.5% +$9.96K 0.03% 493
2021
Q1 		$2.31M Sell
37,700
-14,130
-27% -$752K 0.04% 470
2020
Q4 		$2.35M Sell
51,830
-110
-0.2% -$4.38K 0.04% 433
2020
Q3 		$1.85M Buy
51,940
+260
+0.5% +$8.86K 0.04% 449
2020
Q2 		$1.56M Sell
51,680
-40
-0.1% -$1.17K 0.03% 462
2020
Q1 		$1.5M Buy
51,720
+2,240
+5% +$75.6K 0.04% 415
2019
Q4 		$1.86M Sell
49,480
-3,990
-7% -$151K 0.04% 434
2019
Q3 		$2.09M Sell
53,470
-1,500
-3% -$55.4K 0.05% 394
2019
Q2 		$2.08M Sell
54,970
-1,850
-3% -$70.5K 0.05% 392
2019
Q1 		$2.11M Buy
56,820
+6,130
+12% +$223K 0.05% 392
2018
Q4 		$1.66M Sell
50,690
-9,230
-15% -$312K 0.04% 408
2018
Q3 		$2.14M Sell
59,920
-3,610
-6% -$133K 0.05% 395
2018
Q2 		$2.26M Sell
63,530
-30
-0% -$1.04K 0.06% 369
2018
Q1 		$2.19M Buy
63,560
+13,780
+28% +$490K 0.06% 357
2017
Q4 		$1.87M Hold
49,780
– – 0.05% 390
2017
Q3 		$1.87M Buy
49,780
+14,610
+42% +$546K 0.05% 392
2017
Q2 		$1.29M Sell
35,170
-410
-1% -$14.9K 0.04% 506
2017
Q1 		$1.36M Buy
+35,580
New +$1.34M 0.04% 467

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 $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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oppenheimer Asset Management's UHAL Position: Q4 2022 in Review

Oppenheimer Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 34,840 shares — an estimated $1.77M sold.

Oppenheimer Asset Management first reported a position in UHAL in Q1 2017 and held it in 23 quarters. The position peaked at $2.7M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Oppenheimer Asset Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Oppenheimer Asset Management sold 34,840 U-Haul Holding Co shares in Q4 2022, an estimated $1.77M.
  • Oppenheimer Asset Management first reported a position in U-Haul Holding Co in Q1 2017 and held it in 23 quarters.
  • Oppenheimer Asset Management's U-Haul Holding Co position peaked at $2.7M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Oppenheimer Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.