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

Optimal 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
2021
Q3 		$1.55M Hold
24,050
– – 0.19% 178
2021
Q2 		$1.42M Hold
24,050
– – 0.17% 201
2021
Q1 		$1.47M Buy
24,050
+6,000
+33% +$319K 0.19% 184
2020
Q4 		$819K Hold
18,050
– – 0.12% 268
2020
Q3 		$643K Buy
18,050
+820
+5% +$27.9K 0.09% 308
2020
Q2 		$521K Sell
17,230
-4,880
-22% -$143K 0.08% 321
2020
Q1 		$642 Buy
22,110
+13,980
+172% +$472K 0.06% 338
2019
Q4 		$306K Buy
+8,130
New +$309K 0.05% 365

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Optimal Asset Management's UHAL Position: Q3 2021 in Review

Optimal Asset Management held its U-Haul Holding Co (UHAL) position steady in Q3 2021 at 24,050 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #178.

Optimal Asset Management first reported a position in UHAL in Q4 2019 and has held it in 8 quarters since. 291 funds tracked by Wall St. Rank hold UHAL as of Q3 2021.

  • Optimal Asset Management held 24,050 shares of U-Haul Holding Co worth $1.55M as of Q3 2021.
  • Optimal Asset Management left its U-Haul Holding Co share count unchanged in Q3 2021.
  • U-Haul Holding Co made up 0.19% of Optimal Asset Management's portfolio in Q3 2021, its #178 holding.
  • Optimal Asset Management first reported a position in U-Haul Holding Co in Q4 2019 and has held it in 8 quarters since.
  • 291 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.