Westpac Banking Corp’s U-Haul Holding Co UHAL Stock Holding History

Westpac Banking Corp’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	-5,160	Closed	-$263K	–	793
2022 Q3	$263K	Sell	5,160 -5,010	-49%	-$262K	﹤0.01%	750
2022 Q2	$486K	Sell	10,170 -140	-1%	-$7.24K	0.01%	755
2022 Q1	$615K	Hold	10,310	–	–	0.01%	755
2021 Q4	$749K	Buy	10,310 +3,650	+55%	+$263K	0.01%	739
2021 Q3	$430K	Hold	6,660	–	–	﹤0.01%	817
2021 Q2	$393K	Hold	6,660	–	–	﹤0.01%	834
2021 Q1	$408K	Hold	6,660	–	–	﹤0.01%	774
2020 Q4	$302K	Sell	6,660 -760	-10%	-$30.3K	﹤0.01%	835
2020 Q3	$264K	Buy	7,420 +2,260	+44%	+$77K	﹤0.01%	835
2020 Q2	$156K	Hold	5,160	–	–	﹤0.01%	827
2020 Q1	$150K	Hold	5,160	–	–	﹤0.01%	820
2019 Q4	$194K	Hold	5,160	–	–	﹤0.01%	868
2019 Q3	$201K	Hold	5,160	–	–	﹤0.01%	851
2019 Q2	$195K	Hold	5,160	–	–	﹤0.01%	722
2019 Q1	$192K	Hold	5,160	–	–	﹤0.01%	709
2018 Q4	$169K	Hold	5,160	–	–	﹤0.01%	798
2018 Q3	$184K	Hold	5,160	–	–	﹤0.01%	708
2018 Q2	$184K	Hold	5,160	–	–	﹤0.01%	698
2018 Q1	$178K	Hold	5,160	–	–	﹤0.01%	692
2017 Q4	$195K	Hold	5,160	–	–	﹤0.01%	687
2017 Q3	$193K	Hold	5,160	–	–	﹤0.01%	783
2017 Q2	$189K	Hold	5,160	–	–	﹤0.01%	835
2017 Q1	$197K	Hold	5,160	–	–	﹤0.01%	919
2016 Q4	$192K	Hold	5,160	–	–	﹤0.01%	811
2016 Q3	$167K	Sell	5,160 -890	-15%	-$31.8K	﹤0.01%	789
2016 Q2	$227K	Buy	6,050 +1,280	+27%	+$46.3K	﹤0.01%	832
2016 Q1	$170K	Hold	4,770	–	–	﹤0.01%	828
2015 Q4	$186K	Buy	+4,770	New	+$193K	﹤0.01%	826
2014 Q1	–	Sell	-65,000	Closed	-$1.55M	–	908
2013 Q4	$1.55M	Buy	+65,000	New	+$1.4M	0.02%	515

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 $3.37T AUM 44.26% 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

Westpac Banking Corp's UHAL Position: Q4 2022 in Review

Westpac Banking Corp sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 5,160 shares — an estimated $263K sold.

Westpac Banking Corp first reported a position in UHAL in Q4 2013 and held it in 29 quarters. The position peaked at $1.55M in Q4 2013. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Westpac Banking Corp reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Westpac Banking Corp sold 5,160 U-Haul Holding Co shares in Q4 2022, an estimated $263K.
Westpac Banking Corp first reported a position in U-Haul Holding Co in Q4 2013 and held it in 29 quarters.
Westpac Banking Corp's U-Haul Holding Co position peaked at $1.55M in Q4 2013.
213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Westpac Banking Corp's 13F filing for Q4 2022, filed 6 Feb 2023.