State of New Jersey Common Pension Fund D’s U-Haul Holding Co UHAL Stock Holding History

State of New Jersey Common Pension Fund D’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	-48,550	Closed	-$2.47M	–	1745
2022 Q3	$2.47M	Hold	48,550	–	–	0.01%	947
2022 Q2	$2.32M	Buy	48,550 +2,740	+6%	+$142K	0.01%	1151
2022 Q1	$2.73M	Sell	45,810 -9,440	-17%	-$582K	0.01%	1160
2021 Q4	$4.01M	Sell	55,250 -160	-0.3%	-$11.5K	0.01%	858
2021 Q3	$3.58M	Buy	55,410 +2,980	+6%	+$187K	0.01%	915
2021 Q2	$3.09M	Buy	+52,430	New	+$3.07M	0.01%	1037

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 New Jersey Common Pension Fund D's UHAL Position: Q4 2022 in Review

State of New Jersey Common Pension Fund D sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 48,550 shares — an estimated $2.47M sold.

State of New Jersey Common Pension Fund D first reported a position in UHAL in Q2 2021 and held it in 6 quarters. The position peaked at $4.01M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

State of New Jersey Common Pension Fund D reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
State of New Jersey Common Pension Fund D sold 48,550 U-Haul Holding Co shares in Q4 2022, an estimated $2.47M.
State of New Jersey Common Pension Fund D first reported a position in U-Haul Holding Co in Q2 2021 and held it in 6 quarters.
State of New Jersey Common Pension Fund D's U-Haul Holding Co position peaked at $4.01M in Q4 2021.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q4 2022, filed 1 Feb 2023.