State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s U-Haul Holding Co UHAL Stock Holding History

State of Wisconsin Investment Board’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
-55,800
Closed -$2.84M – 2652
2022
Q3 		$2.84M Sell
55,800
-12,930
-19% -$677K 0.01% 1217
2022
Q2 		$3.29M Sell
68,730
-2,580
-4% -$133K 0.01% 1191
2022
Q1 		$4.26M Buy
71,310
+30
+0% +$1.85K 0.01% 1220
2021
Q4 		$5.18M Buy
71,280
+25,300
+55% +$1.82M 0.01% 1026
2021
Q3 		$2.97M Buy
45,980
+3,150
+7% +$197K 0.01% 1191
2021
Q2 		$2.52M Sell
42,830
-1,510
-3% -$88.5K 0.01% 1233
2021
Q1 		$2.72M Sell
44,340
-1,480
-3% -$78.7K 0.01% 1171
2020
Q4 		$2.08M Sell
45,820
-23,390
-34% -$932K ﹤0.01% 1191
2020
Q3 		$2.46M Buy
69,210
+300
+0.4% +$10.2K 0.01% 1128
2020
Q2 		$2.08M Buy
68,910
+5,210
+8% +$153K 0.01% 1116
2020
Q1 		$1.85M Sell
63,700
-11,970
-16% -$404K 0.01% 1077
2019
Q4 		$2.84M Sell
75,670
-6,770
-8% -$257K 0.01% 1077
2019
Q3 		$3.21M Buy
82,440
+380
+0.5% +$14K 0.01% 921
2019
Q2 		$3.11M Buy
82,060
+22,630
+38% +$862K 0.01% 942
2019
Q1 		$2.21M Sell
59,430
-10,940
-16% -$398K 0.01% 982
2018
Q4 		$2.31M Sell
70,370
-5,000
-7% -$169K 0.01% 939
2018
Q3 		$2.69M Sell
75,370
-6,090
-7% -$225K 0.01% 990
2018
Q2 		$2.9M Buy
81,460
+24,770
+44% +$861K 0.01% 944
2018
Q1 		$1.96M Sell
56,690
-920
-2% -$32.7K 0.01% 975
2017
Q4 		$2.18M Sell
57,610
-1,230
-2% -$46K 0.01% 967
2017
Q3 		$2.21M Buy
58,840
+9,370
+19% +$350K 0.01% 955
2017
Q2 		$1.81M Buy
49,470
+8,500
+21% +$308K 0.01% 964
2017
Q1 		$1.56M Buy
40,970
+7,440
+22% +$280K 0.01% 935
2016
Q4 		$1.24M Sell
33,530
-5,770
-15% -$198K 0.01% 1168
2016
Q3 		$1.27M Sell
39,300
-2,000
-5% -$71.4K 0.01% 1216
2016
Q2 		$1.55M Sell
41,300
-10,700
-21% -$387K 0.01% 1165
2016
Q1 		$1.86M Sell
52,000
-2,600
-5% -$90.5K 0.01% 1099
2015
Q4 		$2.13M Buy
54,600
+100
+0.2% +$4.04K 0.01% 1074
2015
Q3 		$2.14M Sell
54,500
-2,000
-4% -$72.7K 0.01% 1090
2015
Q2 		$1.85M Buy
56,500
+800
+1% +$26.1K 0.01% 1214
2015
Q1 		$1.84M Sell
55,700
-1,400
-2% -$43.3K 0.01% 1179
2014
Q4 		$1.62M Buy
57,100
+3,000
+6% +$81.3K 0.01% 1206
2014
Q3 		$1.42M Buy
54,100
+600
+1% +$16.6K 0.01% 1232
2014
Q2 		$1.56M Buy
53,500
+1,000
+2% +$26.4K 0.01% 1236
2014
Q1 		$1.22M Buy
52,500
+200
+0.4% +$4.63K ﹤0.01% 1237
2013
Q4 		$1.24M Sell
52,300
-1,500
-3% -$32.2K ﹤0.01% 1211
2013
Q3 		$991K Sell
53,800
-4,200
-7% -$72.5K ﹤0.01% 1227
2013
Q2 		$939K Buy
+58,000
New +$963K ﹤0.01% 1231

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 $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 $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State of Wisconsin Investment Board's UHAL Position: Q4 2022 in Review

State of Wisconsin Investment Board sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 55,800 shares — an estimated $2.84M sold.

State of Wisconsin Investment Board first reported a position in UHAL in Q2 2013 and held it in 38 quarters. The position peaked at $5.18M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • State of Wisconsin Investment Board reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 55,800 U-Haul Holding Co shares in Q4 2022, an estimated $2.84M.
  • State of Wisconsin Investment Board first reported a position in U-Haul Holding Co in Q2 2013 and held it in 38 quarters.
  • State of Wisconsin Investment Board's U-Haul Holding Co position peaked at $5.18M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2022, filed 14 Feb 2023.