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Weil Company’s U-Haul Holding Co UHAL Stock Holding History

Weil Company’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
-11,000
Closed -$560K – 148
2022
Q3 		$560K Buy
11,000
+1,000
+10% +$52.4K 0.34% 64
2022
Q2 		$478K Buy
10,000
+220
+2% +$11.4K 0.27% 77
2022
Q1 		$584K Sell
9,780
-7,090
-42% -$437K 0.29% 77
2021
Q4 		$1.23M Sell
16,870
-1,770
-9% -$127K 0.57% 46
2021
Q3 		$1.2M Sell
18,640
-1,970
-10% -$123K 0.63% 42
2021
Q2 		$1.22M Hold
20,610
– – 0.61% 43
2021
Q1 		$1.26M Buy
20,610
+310
+2% +$16.5K 0.72% 36
2020
Q4 		$922K Buy
20,300
+3,200
+19% +$127K 0.55% 45
2020
Q3 		$609K Buy
+17,100
New +$583K 0.44% 55

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

Weil Company's UHAL Position: Q4 2022 in Review

Weil Company sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 11,000 shares — an estimated $560K sold.

Weil Company first reported a position in UHAL in Q3 2020 and held it in 9 quarters. The position peaked at $1.26M in Q1 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Weil Company reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Weil Company sold 11,000 U-Haul Holding Co shares in Q4 2022, an estimated $560K.
  • Weil Company first reported a position in U-Haul Holding Co in Q3 2020 and held it in 9 quarters.
  • Weil Company's U-Haul Holding Co position peaked at $1.26M in Q1 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Weil Company's 13F filing for Q4 2022, filed 8 Feb 2023.