Oppenheimer & Co’s U-Haul Holding Co UHAL Stock Holding History

Oppenheimer & Co’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 Q1	–	Sell	-9,300	Closed	-$675K	–	1589
2021 Q4	$675K	Buy	+9,300	New	+$670K	0.01%	926
2014 Q2	–	Sell	-11,810	Closed	-$274K	–	1480
2014 Q1	$274K	Sell	11,810 -8,190	-41%	-$189K	0.01%	1079
2013 Q4	$476K	Buy	+20,000	New	+$430K	0.02%	830

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

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

SCM

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

Oppenheimer & Co's UHAL Position: Q1 2022 in Review

Oppenheimer & Co sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 9,300 shares — an estimated $675K sold.

Oppenheimer & Co first reported a position in UHAL in Q4 2013 and held it in 3 quarters. The position peaked at $675K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Oppenheimer & Co reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Oppenheimer & Co sold 9,300 U-Haul Holding Co shares in Q1 2022, an estimated $675K.
Oppenheimer & Co first reported a position in U-Haul Holding Co in Q4 2013 and held it in 3 quarters.
Oppenheimer & Co's U-Haul Holding Co position peaked at $675K in Q4 2021.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.