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

Shell 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
2021
Q4 		– Sell
-20,310
Closed -$1.31M – 1416
2021
Q3 		$1.31M Buy
20,310
+10,220
+101% +$641K 0.03% 421
2021
Q2 		$595K Buy
10,090
+9,020
+843% +$529K 0.01% 839
2021
Q1 		$66K Sell
1,070
-2,670
-71% -$142K ﹤0.01% 1353
2020
Q4 		$170K Buy
3,740
+1,360
+57% +$54.2K ﹤0.01% 1164
2020
Q3 		$85K Sell
2,380
-1,680
-41% -$57.2K ﹤0.01% 1197
2020
Q2 		$123K Buy
4,060
+1,870
+85% +$54.8K ﹤0.01% 1126
2020
Q1 		$64K Sell
2,190
-550
-20% -$18.6K ﹤0.01% 1151
2019
Q4 		$103K Sell
2,740
-720
-21% -$27.3K ﹤0.01% 1181
2019
Q3 		$135K Sell
3,460
-3,020
-47% -$112K ﹤0.01% 1175
2019
Q2 		$245K Sell
6,480
-850
-12% -$32.4K 0.01% 1086
2019
Q1 		$272K Sell
7,330
-1,010
-12% -$36.7K 0.01% 1060
2018
Q4 		$274K Buy
8,340
+4,520
+118% +$153K 0.01% 997
2018
Q3 		$136K Buy
3,820
+1,010
+36% +$37.3K ﹤0.01% 1117
2018
Q2 		$100K Buy
2,810
+780
+38% +$27.1K ﹤0.01% 1075
2018
Q1 		$70K Hold
2,030
– – ﹤0.01% 1091
2017
Q4 		$77K Sell
2,030
-1,640
-45% -$61.3K ﹤0.01% 1079
2017
Q3 		$138K Hold
3,670
– – ﹤0.01% 1051
2017
Q2 		$134K Hold
3,670
– – ﹤0.01% 1052
2017
Q1 		$140K Hold
3,670
– – ﹤0.01% 1047
2016
Q4 		$136K Hold
3,670
– – ﹤0.01% 1017
2016
Q3 		$119K Buy
+3,670
New +$131K ﹤0.01% 999

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shell Asset Management's UHAL Position: Q4 2021 in Review

Shell Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 20,310 shares — an estimated $1.31M sold.

Shell Asset Management first reported a position in UHAL in Q3 2016 and held it in 21 quarters. The position peaked at $1.31M in Q3 2021. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

  • Shell Asset Management reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
  • Shell Asset Management sold 20,310 U-Haul Holding Co shares in Q4 2021, an estimated $1.31M.
  • Shell Asset Management first reported a position in U-Haul Holding Co in Q3 2016 and held it in 21 quarters.
  • Shell Asset Management's U-Haul Holding Co position peaked at $1.31M in Q3 2021.
  • 329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on Shell Asset Management's 13F filing for Q4 2021, filed 9 Feb 2022.