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State of Alaska Department of Revenue’s U-Haul Holding Co UHAL Stock Holding History

State of Alaska Department of Revenue’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
-40,300
Closed -$2.05M – 1645
2022
Q3 		$2.05M Buy
40,300
+460
+1% +$24.1K 0.03% 592
2022
Q2 		$1.91M Buy
39,840
+80
+0.2% +$4.14K 0.02% 666
2022
Q1 		$2.37M Sell
39,760
-33,820
-46% -$2.08M 0.03% 602
2021
Q4 		$5.34M Buy
73,580
+24,920
+51% +$1.79M 0.05% 402
2021
Q3 		$3.14M Hold
48,660
– – 0.03% 531
2021
Q2 		$2.87M Buy
48,660
+18,820
+63% +$1.1M 0.03% 539
2021
Q1 		$1.83M Buy
29,840
+10,090
+51% +$537K 0.02% 705
2020
Q4 		$896K Buy
19,750
+15,420
+356% +$614K 0.01% 1030
2020
Q3 		$154K Hold
4,330
– – ﹤0.01% 1554
2020
Q2 		$130K Hold
4,330
– – ﹤0.01% 1579
2020
Q1 		$125K Hold
4,330
– – ﹤0.01% 1526
2019
Q4 		$162K Sell
4,330
-3,980
-48% -$151K ﹤0.01% 1582
2019
Q3 		$324K Sell
8,310
-7,170
-46% -$265K ﹤0.01% 1422
2019
Q2 		$585K Buy
15,480
+240
+2% +$9.14K 0.01% 980
2019
Q1 		$565K Buy
15,240
+7,840
+106% +$285K 0.01% 982
2018
Q4 		$242K Buy
7,400
+200
+3% +$6.76K ﹤0.01% 1331
2018
Q3 		$256K Buy
7,200
+1,700
+31% +$62.7K ﹤0.01% 1428
2018
Q2 		$195K Buy
5,500
+1,500
+38% +$52.1K ﹤0.01% 1496
2018
Q1 		$138K Hold
4,000
– – ﹤0.01% 1518
2017
Q4 		$151K Buy
+4,000
New +$150K ﹤0.01% 1398

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 $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 $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 $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State of Alaska Department of Revenue's UHAL Position: Q4 2022 in Review

State of Alaska Department of Revenue sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 40,300 shares — an estimated $2.05M sold.

State of Alaska Department of Revenue first reported a position in UHAL in Q4 2017 and held it in 20 quarters. The position peaked at $5.34M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • State of Alaska Department of Revenue reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • State of Alaska Department of Revenue sold 40,300 U-Haul Holding Co shares in Q4 2022, an estimated $2.05M.
  • State of Alaska Department of Revenue first reported a position in U-Haul Holding Co in Q4 2017 and held it in 20 quarters.
  • State of Alaska Department of Revenue's U-Haul Holding Co position peaked at $5.34M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on State of Alaska Department of Revenue's 13F filing for Q4 2022, filed 12 Jan 2023.