Schroder Investment Management Group
UHAL icon

Schroder Investment Management Group’s U-Haul Holding Co UHAL Stock Holding History

Schroder Investment Management 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
2023
Q2 		– Sell
-127
Closed -$7.58K – 1289
2023
Q1 		$7.58K Buy
+127
New +$7.99K ﹤0.01% 1250
2022
Q4 		– Sell
-327,210
Closed -$16.7M – 1323
2022
Q3 		$16.7M Sell
327,210
-13,260
-4% -$695K 0.03% 493
2022
Q2 		$16.1M Sell
340,470
-179,570
-35% -$9.28M 0.02% 522
2022
Q1 		$31.4M Sell
520,040
-270,100
-34% -$16.7M 0.04% 385
2021
Q4 		$57.4M Buy
790,140
+65,350
+9% +$4.7M 0.07% 261
2021
Q3 		$46.8M Sell
724,790
-376,330
-34% -$23.6M 0.07% 282
2021
Q2 		$64.9M Buy
1,101,120
+105,210
+11% +$6.17M 0.08% 249
2021
Q1 		$61M Sell
995,910
-85,210
-8% -$4.53M 0.08% 256
2020
Q4 		$49.1M Buy
1,081,120
+250,280
+30% +$9.97M 0.07% 277
2020
Q3 		$30.1M Buy
+830,840
New +$28.3M 0.05% 353
2014
Q1 		– Sell
-662,180
Closed -$15.7M – 1516
2013
Q4 		$15.7M Buy
662,180
+434,000
+190% +$9.33M 0.02% 535
2013
Q3 		$4.2M Sell
228,180
-175,820
-44% -$3.04M 0.01% 801
2013
Q2 		$6.54M Buy
+404,000
New +$6.71M 0.02% 695

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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

Schroder Investment Management Group's UHAL Position: Q2 2023 in Review

Schroder Investment Management Group sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 127 shares — an estimated $7.58K sold.

Schroder Investment Management Group first reported a position in UHAL in Q2 2013 and held it in 13 quarters. The position peaked at $64.9M in Q2 2021. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Schroder Investment Management Group reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 127 U-Haul Holding Co shares in Q2 2023, an estimated $7.58K.
  • Schroder Investment Management Group first reported a position in U-Haul Holding Co in Q2 2013 and held it in 13 quarters.
  • Schroder Investment Management Group's U-Haul Holding Co position peaked at $64.9M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Schroder Investment Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.