StoneX Group’s U-Haul Holding Co UHAL Stock Holding History

StoneX Group’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 Q2	–	Sell	-4,440	Closed	-$265K	–	824
2022 Q1	$265K	Hold	4,440	–	–	0.02%	501
2021 Q4	$322K	Hold	4,440	–	–	0.04%	390
2021 Q3	$287K	Hold	4,440	–	–	0.04%	371
2021 Q2	$262K	Hold	4,440	–	–	0.04%	390
2021 Q1	$272K	Sell	4,440 -420	-9%	-$22.3K	0.05%	325
2020 Q4	$221K	Buy	+4,860	New	+$194K	0.05%	329

Other funds holding UHAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

StoneX Group's UHAL Position: Q2 2022 in Review

StoneX Group sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 4,440 shares — an estimated $265K sold.

StoneX Group first reported a position in UHAL in Q4 2020 and held it in 6 quarters. The position peaked at $322K in Q4 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

StoneX Group reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
StoneX Group sold 4,440 U-Haul Holding Co shares in Q2 2022, an estimated $265K.
StoneX Group first reported a position in U-Haul Holding Co in Q4 2020 and held it in 6 quarters.
StoneX Group's U-Haul Holding Co position peaked at $322K in Q4 2021.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on StoneX Group's 13F filing for Q2 2022, filed 27 Jul 2022.