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Vanguard Personalized Indexing Management’s U-Haul Holding Co UHAL Stock Holding History

Vanguard Personalized Indexing 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
-15,020
Closed -$765K – 1343
2022
Q3 		$765K Buy
15,020
+1,740
+13% +$91.2K 0.03% 597
2022
Q2 		$635K Buy
13,280
+8,690
+189% +$449K 0.03% 697
2022
Q1 		$274K Buy
4,590
+990
+28% +$61K 0.01% 1027
2021
Q4 		$261K Buy
+3,600
New +$259K 0.02% 911

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

Vanguard Personalized Indexing Management's UHAL Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 15,020 shares — an estimated $765K sold.

Vanguard Personalized Indexing Management first reported a position in UHAL in Q4 2021 and held it in 4 quarters. The position peaked at $765K in Q3 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Vanguard Personalized Indexing Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 15,020 U-Haul Holding Co shares in Q4 2022, an estimated $765K.
  • Vanguard Personalized Indexing Management first reported a position in U-Haul Holding Co in Q4 2021 and held it in 4 quarters.
  • Vanguard Personalized Indexing Management's U-Haul Holding Co position peaked at $765K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.