Robeco Institutional Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Robeco Institutional Asset Management’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	-75,470	Closed	-$3.84M	–	1045
2022 Q3	$3.84M	Sell	75,470 -11,580	-13%	-$607K	0.01%	559
2022 Q2	$4.16M	Sell	87,050 -2,180	-2%	-$113K	0.01%	543
2022 Q1	$5.33M	Buy	89,230 +40,750	+84%	+$2.51M	0.01%	546
2021 Q4	$3.52M	Buy	48,480 +15,960	+49%	+$1.15M	0.01%	587
2021 Q3	$2.1M	Sell	32,520 -54,950	-63%	-$3.44M	﹤0.01%	657
2021 Q2	$5.16M	Buy	87,470 +82,050	+1,514%	+$4.81M	0.01%	573
2021 Q1	$332K	Hold	5,420	–	–	﹤0.01%	826
2020 Q4	$246K	Buy	+5,420	New	+$216K	﹤0.01%	843
2020 Q3	–	Sell	-17,640	Closed	-$533K	–	990
2020 Q2	$533K	Buy	+17,640	New	+$517K	﹤0.01%	804
2019 Q3	–	Sell	-3,340	Closed	-$126K	–	1001
2019 Q2	$126K	Hold	3,340	–	–	﹤0.01%	928
2019 Q1	$124K	Buy	+3,340	New	+$121K	﹤0.01%	920
2016 Q3	–	Sell	-11,860	Closed	-$424K	–	807
2016 Q2	$424K	Hold	11,860	–	–	﹤0.01%	709
2016 Q1	$424K	Buy	+11,860	New	+$413K	﹤0.01%	714

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

SCM

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

ACM

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Robeco Institutional Asset Management's UHAL Position: Q4 2022 in Review

Robeco Institutional Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 75,470 shares — an estimated $3.84M sold.

Robeco Institutional Asset Management first reported a position in UHAL in Q1 2016 and held it in 13 quarters. The position peaked at $5.33M in Q1 2022. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Robeco Institutional Asset Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Robeco Institutional Asset Management sold 75,470 U-Haul Holding Co shares in Q4 2022, an estimated $3.84M.
Robeco Institutional Asset Management first reported a position in U-Haul Holding Co in Q1 2016 and held it in 13 quarters.
Robeco Institutional Asset Management's U-Haul Holding Co position peaked at $5.33M in Q1 2022.
213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Robeco Institutional Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.