RP
UHAL icon

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

Reinhart 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
Q4 		– Sell
-1,143,890
Closed -$58.3M – 85
2022
Q3 		$58.3M Sell
1,143,890
-10,800
-0.9% -$566K 3.59% 1
2022
Q2 		$55.2M Sell
1,154,690
-173,800
-13% -$8.99M 3.03% 4
2022
Q1 		$68.4M Buy
1,328,490
+400,190
+43% +$24.7M 3.31% 2
2021
Q4 		$80.3M Sell
928,300
-227,570
-20% -$16.4M 3.85% 1
2021
Q3 		$74.7M Buy
1,155,870
+133,170
+13% +$8.35M 3.79% 1
2021
Q2 		$71.1M Sell
1,022,700
-149,550
-13% -$8.77M 3.53% 1
2021
Q1 		$72M Sell
1,172,250
-122,960
-9% -$6.54M 3.74% 1
2020
Q4 		$51M Buy
1,295,210
+48,610
+4% +$1.94M 3.09% 3
2020
Q3 		$44.4M Sell
1,246,600
-64,730
-5% -$2.21M 3.34% 2
2020
Q2 		$39.6M Buy
1,311,330
+47,970
+4% +$1.41M 3.01% 3
2020
Q1 		$36.7M Buy
1,263,360
+115,620
+10% +$3.9M 3.56% 3
2019
Q4 		$43.1M Buy
1,147,740
+178,800
+18% +$6.79M 3.17% 3
2019
Q3 		$37.8M Buy
968,940
+6,410
+0.7% +$237K 3.51% 2
2019
Q2 		$36.4M Buy
962,530
+32,520
+3% +$1.24M 3.21% 2
2019
Q1 		$34.6M Buy
930,010
+24,260
+3% +$881K 3.23% 2
2018
Q4 		$29.7M Sell
905,750
-52,070
-5% -$1.76M 3.17% 2
2018
Q3 		$34.2M Buy
957,820
+14,370
+2% +$530K 3.09% 2
2018
Q2 		$33.6M Buy
943,450
+78,320
+9% +$2.72M 3.23% 3
2018
Q1 		$29.9M Buy
865,130
+231,030
+36% +$8.21M 3.08% 2
2017
Q4 		$24M Buy
634,100
+19,150
+3% +$716K 2.37% 19
2017
Q3 		$23.1M Buy
614,950
+103,420
+20% +$3.86M 2.43% 11
2017
Q2 		$18.7M Buy
511,530
+28,220
+6% +$1.02M 1.87% 33
2017
Q1 		$18.4M Buy
+483,310
New +$18.2M 1.66% 34

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners's UHAL Position: Q4 2022 in Review

Reinhart Partners sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 1,143,890 shares — an estimated $58.3M sold.

Reinhart Partners first reported a position in UHAL in Q1 2017 and held it in 23 quarters. The position peaked at $80.3M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Reinhart Partners reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Reinhart Partners sold 1,143,890 U-Haul Holding Co shares in Q4 2022, an estimated $58.3M.
  • Reinhart Partners first reported a position in U-Haul Holding Co in Q1 2017 and held it in 23 quarters.
  • Reinhart Partners's U-Haul Holding Co position peaked at $80.3M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Reinhart Partners's 13F filing for Q4 2022, filed 18 Jan 2023.