SI
UHAL icon

Scout Investments’s U-Haul Holding Co UHAL Stock Holding History

Scout Investments’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
-532,800
Closed -$27.1M – 226
2022
Q3 		$27.1M Buy
532,800
+168,980
+46% +$8.85M 0.56% 68
2022
Q2 		$17.4M Sell
363,820
-18,910
-5% -$978K 0.34% 102
2022
Q1 		$22.8M Sell
382,730
-8,500
-2% -$524K 0.37% 89
2021
Q4 		$28.4M Sell
391,230
-8,310
-2% -$598K 0.41% 79
2021
Q3 		$25.8M Sell
399,540
-6,040
-1% -$379K 0.38% 100
2021
Q2 		$23.9M Sell
405,580
-56,440
-12% -$3.31M 0.36% 100
2021
Q1 		$28.3M Sell
462,020
-73,520
-14% -$3.91M 0.43% 83
2020
Q4 		$24.3M Buy
535,540
+61,720
+13% +$2.46M 0.45% 74
2020
Q3 		$16.9M Sell
473,820
-13,390
-3% -$456K 0.37% 99
2020
Q2 		$14.7M Sell
487,210
-16,480
-3% -$483K 0.35% 108
2020
Q1 		$14.6M Sell
503,690
-231,920
-32% -$7.83M 0.43% 85
2019
Q4 		$27.6M Buy
735,610
+175,350
+31% +$6.66M 0.54% 67
2019
Q3 		$21.9M Buy
+560,260
New +$20.7M 0.43% 79
2018
Q4 		– Sell
-447,820
Closed -$16M – 300
2018
Q3 		$16M Buy
447,820
+5,120
+1% +$189K 0.33% 139
2018
Q2 		$15.8M Buy
442,700
+119,840
+37% +$4.17M 0.36% 122
2018
Q1 		$11.1M Sell
322,860
-1,080
-0.3% -$38.4K 0.27% 150
2017
Q4 		$12.2M Sell
323,940
-2,600
-0.8% -$97.2K 0.3% 145
2017
Q3 		$12.2M Sell
326,540
-7,870
-2% -$294K 0.34% 130
2017
Q2 		$12.2M Sell
334,410
-128,050
-28% -$4.64M 0.35% 130
2017
Q1 		$17.6M Sell
462,460
-5,220
-1% -$196K 0.48% 96
2016
Q4 		$17.3M Sell
467,680
-2,330
-0.5% -$79.9K 0.48% 87
2016
Q3 		$15.2M Sell
470,010
-58,530
-11% -$2.09M 0.43% 99
2016
Q2 		$19.8M Buy
528,540
+22,500
+4% +$813K 0.55% 75
2016
Q1 		$18.1M Buy
506,040
+2,190
+0.4% +$76.2K 0.49% 83
2015
Q4 		$19.6M Sell
503,850
-1,110
-0.2% -$44.9K 0.49% 84
2015
Q3 		$19.9M Buy
+504,960
New +$18.4M 0.46% 80

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

Scout Investments's UHAL Position: Q4 2022 in Review

Scout Investments sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 532,800 shares — an estimated $27.1M sold.

Scout Investments first reported a position in UHAL in Q3 2015 and held it in 26 quarters. The position peaked at $28.4M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Scout Investments reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Scout Investments sold 532,800 U-Haul Holding Co shares in Q4 2022, an estimated $27.1M.
  • Scout Investments first reported a position in U-Haul Holding Co in Q3 2015 and held it in 26 quarters.
  • Scout Investments's U-Haul Holding Co position peaked at $28.4M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Scout Investments's 13F filing for Q4 2022, filed 23 Jan 2023.