Private Capital Group’s U-Haul Holding Co UHAL Stock Holding History

Private Capital 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 Q2	$16K	Hold	330	–	–	0.01%	908
2022 Q1	$20K	Hold	330	–	–	﹤0.01%	1041
2021 Q4	$24K	Hold	330	–	–	0.01%	994
2021 Q3	$21K	Hold	330	–	–	﹤0.01%	1070
2021 Q2	$20K	Hold	330	–	–	﹤0.01%	1106
2021 Q1	$20K	Hold	330	–	–	0.01%	1072
2020 Q4	$15K	Hold	330	–	–	﹤0.01%	1297
2020 Q3	$12K	Hold	330	–	–	﹤0.01%	1278
2020 Q2	$10K	Hold	330	–	–	﹤0.01%	1357
2020 Q1	$10K	Hold	330	–	–	﹤0.01%	1283
2019 Q4	$12K	Hold	330	–	–	﹤0.01%	1276
2019 Q3	$13K	Hold	330	–	–	﹤0.01%	1372
2019 Q2	$12K	Hold	330	–	–	﹤0.01%	1329
2019 Q1	$12K	Hold	330	–	–	﹤0.01%	1409
2018 Q4	$11K	Hold	330	–	–	﹤0.01%	1359
2018 Q3	$11K	Hold	330	–	–	﹤0.01%	1428
2018 Q2	$11K	Hold	330	–	–	﹤0.01%	1400
2018 Q1	$11K	Hold	330	–	–	﹤0.01%	1341
2017 Q4	$12K	Buy	+330	New	+$12.3K	﹤0.01%	1290

Other funds holding UHAL

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Private Capital Group's UHAL Position: Q2 2022 in Review

Private Capital Group held its U-Haul Holding Co (UHAL) position steady in Q2 2022 at 330 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #908.

Private Capital Group first reported a position in UHAL in Q4 2017 and has held it in 19 quarters since. The position peaked at $24K in Q4 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

Private Capital Group held 330 shares of U-Haul Holding Co worth $16K as of Q2 2022.
Private Capital Group left its U-Haul Holding Co share count unchanged in Q2 2022.
U-Haul Holding Co made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #908 holding.
Private Capital Group first reported a position in U-Haul Holding Co in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's U-Haul Holding Co position peaked at $24K in Q4 2021.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.