State of Michigan Retirement System’s U-Haul Holding Co UHAL Stock Holding History

State of Michigan Retirement System’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	-5,060	Closed	-$258K	–	976
2022 Q3	$258K	Hold	5,060	–	–	﹤0.01%	961
2022 Q2	$242K	Buy	5,060 +1,000	+25%	+$51.7K	﹤0.01%	967
2022 Q1	$242K	Hold	4,060	–	–	﹤0.01%	948
2021 Q4	$295K	Buy	+4,060	New	+$292K	﹤0.01%	971

Other funds holding UHAL

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 New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State of Michigan Retirement System's UHAL Position: Q4 2022 in Review

State of Michigan Retirement System sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 5,060 shares — an estimated $258K sold.

State of Michigan Retirement System first reported a position in UHAL in Q4 2021 and held it in 4 quarters. The position peaked at $295K in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

State of Michigan Retirement System reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
State of Michigan Retirement System sold 5,060 U-Haul Holding Co shares in Q4 2022, an estimated $258K.
State of Michigan Retirement System first reported a position in U-Haul Holding Co in Q4 2021 and held it in 4 quarters.
State of Michigan Retirement System's U-Haul Holding Co position peaked at $295K in Q4 2021.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on State of Michigan Retirement System's 13F filing for Q4 2022, filed 27 Jan 2023.