Tredje AP-fonden’s U-Haul Holding Co UHAL Stock Holding History

Tredje AP-fonden’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
2023 Q3	–	Sell	-2,065	Closed	-$114K	–	544
2023 Q2	$114K	Hold	2,065	–	–	﹤0.01%	534
2023 Q1	$123K	Hold	2,065	–	–	﹤0.01%	528
2022 Q4	$124K	Sell	2,065 -18,585	-90%	-$1.07M	﹤0.01%	534
2022 Q3	$1.05M	Buy	+20,650	New	+$1.08M	0.02%	457
2018 Q2	–	Sell	-21,400	Closed	-$740K	–	541
2018 Q1	$740K	Buy	21,400 +2,600	+14%	+$92.4K	0.03%	460
2017 Q4	$711K	Sell	18,800 -2,370	-11%	-$88.6K	0.02%	474
2017 Q3	$794K	Buy	21,170 +600	+3%	+$22.4K	0.03%	460
2017 Q2	$753K	Buy	20,570 +480	+2%	+$17.4K	0.03%	465
2017 Q1	$766K	Buy	20,090 +7,710	+62%	+$290K	0.03%	468
2016 Q4	$458K	Sell	12,380 -11,120	-47%	-$381K	0.02%	491
2016 Q3	$762K	Buy	23,500 +15,800	+205%	+$564K	0.03%	430
2016 Q2	$288K	Buy	7,700 +6,800	+756%	+$246K	0.01%	485
2016 Q1	$33K	Buy	+900	New	+$31.3K	﹤0.01%	451

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Tredje AP-fonden's UHAL Position: Q3 2023 in Review

Tredje AP-fonden sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 2,065 shares — an estimated $114K sold.

Tredje AP-fonden first reported a position in UHAL in Q1 2016 and held it in 13 quarters. The position peaked at $1.05M in Q3 2022. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

Tredje AP-fonden reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
Tredje AP-fonden sold 2,065 U-Haul Holding Co shares in Q3 2023, an estimated $114K.
Tredje AP-fonden first reported a position in U-Haul Holding Co in Q1 2016 and held it in 13 quarters.
Tredje AP-fonden's U-Haul Holding Co position peaked at $1.05M in Q3 2022.
177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Tredje AP-fonden's 13F filing for Q3 2023, filed 9 Nov 2023.