Y-Intercept (HK)’s U-Haul Holding Co UHAL Stock Holding History

Y-Intercept (HK)’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 Q1	–	Sell	-6,040	Closed	-$439K	–	966
2021 Q4	$439K	Buy	+6,040	New	+$435K	0.1%	282

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Y-Intercept (HK)'s UHAL Position: Q1 2022 in Review

Y-Intercept (HK) sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 6,040 shares — an estimated $439K sold.

Y-Intercept (HK) first reported a position in UHAL in Q4 2021 and held it in 1 quarter. The position peaked at $439K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Y-Intercept (HK) reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Y-Intercept (HK) sold 6,040 U-Haul Holding Co shares in Q1 2022, an estimated $439K.
Y-Intercept (HK) first reported a position in U-Haul Holding Co in Q4 2021 and held it in 1 quarter.
Y-Intercept (HK)'s U-Haul Holding Co position peaked at $439K in Q4 2021.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Y-Intercept (HK)'s 13F filing for Q1 2022, filed 16 May 2022.