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PineBridge Investments’s U-Haul Holding Co UHAL Stock Holding History

PineBridge Investments’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
2023
Q3 		– Sell
-38
Closed -$2.1K – 978
2023
Q2 		$2.1K Sell
38
-2,618
-99% -$154K ﹤0.01% 869
2023
Q1 		$158K Buy
2,656
+2,618
+6,889% +$165K ﹤0.01% 512
2022
Q4 		$2.29K Sell
38
-862
-96% -$49.6K ﹤0.01% 721
2022
Q3 		$46K Sell
900
-550
-38% -$28.8K ﹤0.01% 557
2022
Q2 		$69K Sell
1,450
-15,760
-92% -$815K ﹤0.01% 534
2022
Q1 		$1.03M Sell
17,210
-34,380
-67% -$2.12M 0.01% 463
2021
Q4 		$3.75M Buy
51,590
+50,390
+4,199% +$3.63M 0.04% 327
2021
Q3 		$78K Buy
+1,200
New +$75.2K ﹤0.01% 560

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
BlackRock
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PineBridge Investments's UHAL Position: Q3 2023 in Review

PineBridge Investments sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 38 shares — an estimated $2.1K sold.

PineBridge Investments first reported a position in UHAL in Q3 2021 and held it in 8 quarters. The position peaked at $3.75M in Q4 2021. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • PineBridge Investments reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • PineBridge Investments sold 38 U-Haul Holding Co shares in Q3 2023, an estimated $2.1K.
  • PineBridge Investments first reported a position in U-Haul Holding Co in Q3 2021 and held it in 8 quarters.
  • PineBridge Investments's U-Haul Holding Co position peaked at $3.75M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on PineBridge Investments's 13F filing for Q3 2023, filed 14 Nov 2023.