Virginia Retirement Systems’s U-Haul Holding Co UHAL Stock Holding History

Virginia Retirement Systems’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	-40,000	Closed	-$2.04M	–	1234
2022 Q3	$2.04M	Buy	+40,000	New	+$2.1M	0.02%	373
2022 Q1	$5.91M	Hold	99,000	–	–	0.06%	294
2021 Q4	$7.19M	Sell	99,000 -3,000	-3%	-$216K	0.05%	269
2021 Q3	$6.59M	Buy	102,000 +60,000	+143%	+$3.76M	0.07%	259
2021 Q2	$2.48M	Sell	42,000 -4,000	-9%	-$234K	0.02%	400
2021 Q1	$2.82M	Buy	+46,000	New	+$2.45M	0.03%	370
2017 Q4	–	Sell	-24,000	Closed	-$900K	–	1062
2017 Q3	$900K	Sell	24,000 -4,000	-14%	-$149K	0.01%	692
2017 Q2	$1.02M	Sell	28,000 -17,000	-38%	-$617K	0.01%	654
2017 Q1	$1.72M	Buy	45,000 +20,000	+80%	+$752K	0.02%	512
2016 Q4	$924K	Sell	25,000 -9,000	-26%	-$309K	0.01%	604
2016 Q3	$1.1M	Sell	34,000 -80,000	-70%	-$2.86M	0.02%	541
2016 Q2	$4.27M	Buy	+114,000	New	+$4.12M	0.06%	318
2015 Q4	$4.5M	Buy	115,670 +77,670	+204%	+$3.14M	0.07%	298
2015 Q3	$1.5M	Sell	38,000 -4,000	-10%	-$145K	0.02%	411
2015 Q2	$1.37M	Sell	42,000 -1,000	-2%	-$32.7K	0.02%	450
2015 Q1	$1.42M	Hold	43,000	–	–	0.02%	451
2014 Q4	$1.22M	Hold	43,000	–	–	0.02%	462
2014 Q3	$1.13M	Sell	43,000 -1,000	-2%	-$27.6K	0.02%	478
2014 Q2	$1.28M	Sell	44,000 -9,000	-17%	-$238K	0.02%	439
2014 Q1	$1.23M	Hold	53,000	–	–	0.02%	446
2013 Q4	$1.26M	Sell	53,000 -10,000	-16%	-$215K	0.03%	395
2013 Q3	$1.16M	Buy	+63,000	New	+$1.09M	0.02%	405

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

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 New York $66.1B AUM 33.53% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Virginia Retirement Systems's UHAL Position: Q4 2022 in Review

Virginia Retirement Systems sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 40,000 shares — an estimated $2.04M sold.

Virginia Retirement Systems first reported a position in UHAL in Q3 2013 and held it in 22 quarters. The position peaked at $7.19M in Q4 2021. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Virginia Retirement Systems reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Virginia Retirement Systems sold 40,000 U-Haul Holding Co shares in Q4 2022, an estimated $2.04M.
Virginia Retirement Systems first reported a position in U-Haul Holding Co in Q3 2013 and held it in 22 quarters.
Virginia Retirement Systems's U-Haul Holding Co position peaked at $7.19M in Q4 2021.
213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Virginia Retirement Systems's 13F filing for Q4 2022, filed 17 May 2023.