Pendal Group’s U-Haul Holding Co UHAL Stock Holding History

Pendal Group’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 Q3	–	Sell	-5,010	Closed	-$240K	–	504
2022 Q2	$240K	Sell	5,010 -7,340	-59%	-$380K	﹤0.01%	424
2022 Q1	$737K	Hold	12,350	–	–	0.01%	362
2021 Q4	$897K	Buy	12,350 +7,170	+138%	+$516K	0.01%	355
2021 Q3	$335K	Buy	5,180 +230	+5%	+$14.4K	﹤0.01%	464
2021 Q2	$292K	Sell	4,950 -2,630	-35%	-$154K	﹤0.01%	502
2021 Q1	$464K	Sell	7,580 -690	-8%	-$36.7K	﹤0.01%	413
2020 Q4	$375K	Buy	+8,270	New	+$329K	﹤0.01%	407

Other funds holding UHAL

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

BlackRock New York $5.72T AUM 30.48% 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

SCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pendal Group's UHAL Position: Q3 2022 in Review

Pendal Group sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 5,010 shares — an estimated $240K sold.

Pendal Group first reported a position in UHAL in Q4 2020 and held it in 7 quarters. The position peaked at $897K in Q4 2021. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

Pendal Group reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
Pendal Group sold 5,010 U-Haul Holding Co shares in Q3 2022, an estimated $240K.
Pendal Group first reported a position in U-Haul Holding Co in Q4 2020 and held it in 7 quarters.
Pendal Group's U-Haul Holding Co position peaked at $897K in Q4 2021.
289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Pendal Group's 13F filing for Q3 2022, filed 18 Oct 2022.