Public Employees Retirement Association of Colorado’s U-Haul Holding Co UHAL Stock Holding History

Public Employees Retirement Association of Colorado’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
2024 Q2	–	Sell	-337	Closed	-$23K	–	1928
2024 Q1	$23K	Sell	337 -633	-65%	-$41.8K	﹤0.01%	1884
2023 Q4	$70K	Sell	970 -248	-20%	-$14.1K	﹤0.01%	1819
2023 Q3	$66K	Hold	1,218	–	–	﹤0.01%	1831
2023 Q2	$67K	Hold	1,218	–	–	﹤0.01%	1853
2023 Q1	$73K	Hold	1,218	–	–	﹤0.01%	1850
2022 Q4	$73K	Sell	1,218 -10,962	-90%	-$631K	﹤0.01%	1847
2022 Q3	$620K	Hold	12,180	–	–	﹤0.01%	888
2022 Q2	$582K	Hold	12,180	–	–	﹤0.01%	919
2022 Q1	$727K	Hold	12,180	–	–	﹤0.01%	888
2021 Q4	$885K	Hold	12,180	–	–	﹤0.01%	864
2021 Q3	$787K	Hold	12,180	–	–	﹤0.01%	901
2021 Q2	$718K	Hold	12,180	–	–	﹤0.01%	972
2021 Q1	$746K	Hold	12,180	–	–	﹤0.01%	916
2020 Q4	$553K	Hold	12,180	–	–	﹤0.01%	1035
2020 Q3	$434K	Hold	12,180	–	–	﹤0.01%	1052
2020 Q2	$368K	Hold	12,180	–	–	﹤0.01%	1142
2020 Q1	$354K	Buy	12,180 +10,820	+796%	+$365K	﹤0.01%	1034
2019 Q4	$51K	Hold	1,360	–	–	﹤0.01%	1784
2019 Q3	$53K	Hold	1,360	–	–	﹤0.01%	1795
2019 Q2	$51K	Hold	1,360	–	–	﹤0.01%	1840
2019 Q1	$51K	Sell	1,360 -2,550	-65%	-$92.7K	﹤0.01%	1790
2018 Q4	$128K	Sell	3,910 -30	-0.8%	-$1.01K	﹤0.01%	1670
2018 Q3	$141K	Sell	3,940 -10	-0.3%	-$369	﹤0.01%	1736
2018 Q2	$141K	Buy	3,950 +690	+21%	+$24K	﹤0.01%	1684
2018 Q1	$113K	Hold	3,260	–	–	﹤0.01%	1713
2017 Q4	$123K	Buy	3,260 +1,680	+106%	+$62.8K	﹤0.01%	1726
2017 Q3	$59K	Hold	1,580	–	–	﹤0.01%	1760
2017 Q2	$58K	Sell	1,580 -360	-19%	-$13.1K	﹤0.01%	1774
2017 Q1	$74K	Sell	1,940 -20	-1%	-$752	﹤0.01%	1748
2016 Q4	$72K	Sell	1,960 -10	-0.5%	-$343	﹤0.01%	1764
2016 Q3	$64K	Buy	1,970 +10	+0.5%	+$357	﹤0.01%	1779
2016 Q2	$73K	Sell	1,960 -380	-16%	-$13.7K	﹤0.01%	1787
2016 Q1	$84K	Sell	2,340 -10	-0.4%	-$348	﹤0.01%	1780
2015 Q4	$92K	Buy	2,350 +20	+0.9%	+$808	﹤0.01%	1779
2015 Q3	$92K	Sell	2,330 -20	-0.9%	-$727	﹤0.01%	1800
2015 Q2	$77K	Sell	2,350 -50	-2%	-$1.63K	﹤0.01%	1874
2015 Q1	$79K	Buy	2,400 +60	+3%	+$1.85K	﹤0.01%	1841
2014 Q4	$67K	Sell	2,340 -40	-2%	-$1.08K	﹤0.01%	1865
2014 Q3	$62K	Sell	2,380 -20	-0.8%	-$553	﹤0.01%	1885
2014 Q2	$70K	Sell	2,400 -30	-1%	-$793	﹤0.01%	1887
2014 Q1	$56K	Sell	2,430 -10	-0.4%	-$231	﹤0.01%	1874
2013 Q4	$58K	Buy	2,440 +40	+2%	+$860	﹤0.01%	1870
2013 Q3	$44K	Buy	+2,400	New	+$41.4K	﹤0.01%	1910

Other funds holding UHAL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

SCM

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Public Employees Retirement Association of Colorado's UHAL Position: Q2 2024 in Review

Public Employees Retirement Association of Colorado sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 337 shares — an estimated $23K sold.

Public Employees Retirement Association of Colorado first reported a position in UHAL in Q3 2013 and held it in 43 quarters. The position peaked at $885K in Q4 2021. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

Public Employees Retirement Association of Colorado reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
Public Employees Retirement Association of Colorado sold 337 U-Haul Holding Co shares in Q2 2024, an estimated $23K.
Public Employees Retirement Association of Colorado first reported a position in U-Haul Holding Co in Q3 2013 and held it in 43 quarters.
Public Employees Retirement Association of Colorado's U-Haul Holding Co position peaked at $885K in Q4 2021.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Public Employees Retirement Association of Colorado's 13F filing for Q2 2024, filed 12 Aug 2024.