Paloma Partners’s U-Haul Holding Co UHAL Stock Holding History

Paloma Partners’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	-5,670	Closed	-$338K	–	1766
2022 Q1	$338K	Sell	5,670 -3,310	-37%	-$204K	0.01%	1070
2021 Q4	$652K	Buy	+8,980	New	+$646K	0.01%	964
2021 Q2	–	Sell	-11,110	Closed	-$681K	–	2292
2021 Q1	$681K	Buy	+11,110	New	+$591K	0.01%	921
2020 Q4	–	Sell	-12,770	Closed	-$455K	–	2241
2020 Q3	$455K	Sell	12,770 -16,230	-56%	-$553K	0.01%	1234
2020 Q2	$876K	Buy	+29,000	New	+$850K	0.02%	979
2018 Q2	–	Sell	-9,000	Closed	-$311K	–	2231
2018 Q1	$311K	Buy	+9,000	New	+$320K	﹤0.01%	1611
2017 Q3	–	Sell	-5,730	Closed	-$210K	–	2444
2017 Q2	$210K	Sell	5,730 -22,800	-80%	-$827K	﹤0.01%	1967
2017 Q1	$1.09M	Sell	28,530 -900	-3%	-$33.8K	0.01%	1190
2016 Q4	$1.09M	Buy	29,430 +13,430	+84%	+$461K	0.01%	1125
2016 Q3	$519K	Sell	16,000 -13,380	-46%	-$478K	0.01%	1394
2016 Q2	$1.1M	Buy	29,380 +5,380	+22%	+$194K	0.01%	1089
2016 Q1	$858K	Buy	+24,000	New	+$835K	0.01%	972
2015 Q4	–	Sell	-67,000	Closed	-$2.64M	–	1929
2015 Q3	$2.64M	Buy	+67,000	New	+$2.43M	0.06%	256
2013 Q3	–	Sell	-240,840	Closed	-$3.9M	–	1194
2013 Q2	$3.9M	Buy	+240,840	New	+$4M	0.22%	104

Other funds holding UHAL

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

AQR Capital Management

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