Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s U-Haul Holding Co UHAL Stock Holding History

Sumitomo Mitsui Trust 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
Q4 		– Sell
-322,820
Closed -$16.4M – 1227
2022
Q3 		$16.4M Buy
322,820
+540
+0.2% +$28.3K 0.01% 736
2022
Q2 		$15.4M Buy
322,280
+13,200
+4% +$683K 0.01% 758
2022
Q1 		$18.4M Sell
309,080
-24,670
-7% -$1.52M 0.01% 746
2021
Q4 		$24.2M Sell
333,750
-24,630
-7% -$1.77M 0.01% 690
2021
Q3 		$23.2M Buy
358,380
+4,290
+1% +$269K 0.01% 692
2021
Q2 		$20.9M Buy
354,090
+68,130
+24% +$3.99M 0.01% 725
2021
Q1 		$17.5M Sell
285,960
-31,220
-10% -$1.66M 0.01% 730
2020
Q4 		$14.4M Sell
317,180
-33,670
-10% -$1.34M 0.01% 746
2020
Q3 		$12.5M Sell
350,850
-4,370
-1% -$149K 0.01% 741
2020
Q2 		$10.7M Buy
355,220
+12,940
+4% +$379K 0.01% 738
2020
Q1 		$9.95M Buy
342,280
+8,680
+3% +$293K 0.01% 719
2019
Q4 		$12.5M Buy
333,600
+6,240
+2% +$237K 0.01% 720
2019
Q3 		$12.8M Buy
327,360
+1,500
+0.5% +$55.4K 0.01% 704
2019
Q2 		$12.3M Sell
325,860
-8,570
-3% -$327K 0.01% 705
2019
Q1 		$12.4M Buy
334,430
+7,770
+2% +$282K 0.01% 681
2018
Q4 		$10.7M Buy
326,660
+89,170
+38% +$3.01M 0.01% 661
2018
Q3 		$8.47M Buy
237,490
+680
+0.3% +$25.1K 0.01% 674
2018
Q2 		$8.43M Buy
236,810
+22,050
+10% +$766K 0.01% 676
2018
Q1 		$7.41M Buy
214,760
+2,000
+0.9% +$71.1K 0.01% 677
2017
Q4 		$8.04M Buy
212,760
+4,000
+2% +$150K 0.01% 673
2017
Q3 		$7.83M Sell
208,760
-4,830
-2% -$180K 0.01% 670
2017
Q2 		$7.82M Buy
213,590
+8,280
+4% +$300K 0.01% 666
2017
Q1 		$7.83M Buy
205,310
+1,980
+1% +$74.4K 0.01% 646
2016
Q4 		$7.51M Sell
203,330
-17,870
-8% -$613K 0.01% 648
2016
Q3 		$7.17M Sell
221,200
-3,080
-1% -$110K 0.01% 648
2016
Q2 		$8.4M Sell
224,280
-16,690
-7% -$603K 0.01% 637
2016
Q1 		$8.61M Buy
240,970
+38,450
+19% +$1.34M 0.02% 638
2015
Q4 		$7.86M Buy
+202,520
New +$8.19M 0.01% 639

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 $8.09B AUM 19.03% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UHAL Position: Q4 2022 in Review

Sumitomo Mitsui Trust Group sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 322,820 shares — an estimated $16.4M sold.

Sumitomo Mitsui Trust Group first reported a position in UHAL in Q4 2015 and held it in 28 quarters. The position peaked at $24.2M in Q4 2021. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Sumitomo Mitsui Trust Group reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 322,820 U-Haul Holding Co shares in Q4 2022, an estimated $16.4M.
  • Sumitomo Mitsui Trust Group first reported a position in U-Haul Holding Co in Q4 2015 and held it in 28 quarters.
  • Sumitomo Mitsui Trust Group's U-Haul Holding Co position peaked at $24.2M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2022, filed 30 Jan 2023.