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Sumitomo Mitsui DS Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Sumitomo Mitsui DS Asset Management’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
-10,030
Closed -$511K – 778
2022
Q3 		$511K Buy
10,030
+120
+1% +$6.29K 0.01% 625
2022
Q2 		$474K Buy
9,910
+50
+0.5% +$2.58K 0.01% 641
2022
Q1 		$589K Sell
9,860
-2,920
-23% -$180K 0.01% 622
2021
Q4 		$928K Buy
12,780
+2,430
+23% +$175K 0.02% 546
2021
Q3 		$668K Sell
10,350
-40
-0.4% -$2.51K 0.02% 600
2021
Q2 		$612K Buy
10,390
+5,290
+104% +$310K 0.01% 633
2021
Q1 		$312K Buy
5,100
+100
+2% +$5.32K 0.01% 698
2020
Q4 		$226K Buy
+5,000
New +$199K 0.01% 712
2019
Q2 		– Sell
-6,100
Closed -$226K – 798
2019
Q1 		$226K Buy
+6,100
New +$222K ﹤0.01% 781
2017
Q4 		– Sell
-5,540
Closed -$207K – 796
2017
Q3 		$207K Hold
5,540
– – ﹤0.01% 747
2017
Q2 		$202K Hold
5,540
– – ﹤0.01% 753
2017
Q1 		$211K Hold
5,540
– – ﹤0.01% 747
2016
Q4 		$204K Buy
+5,540
New +$190K ﹤0.01% 742
2016
Q3 		– Sell
-5,540
Closed -$207K – 739
2016
Q2 		$207K Buy
+5,540
New +$200K 0.01% 696

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 $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sumitomo Mitsui DS Asset Management's UHAL Position: Q4 2022 in Review

Sumitomo Mitsui DS Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 10,030 shares — an estimated $511K sold.

Sumitomo Mitsui DS Asset Management first reported a position in UHAL in Q2 2016 and held it in 14 quarters. The position peaked at $928K in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Sumitomo Mitsui DS Asset Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 10,030 U-Haul Holding Co shares in Q4 2022, an estimated $511K.
  • Sumitomo Mitsui DS Asset Management first reported a position in U-Haul Holding Co in Q2 2016 and held it in 14 quarters.
  • Sumitomo Mitsui DS Asset Management's U-Haul Holding Co position peaked at $928K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2022, filed 26 Jan 2023.