Daiwa Securities Group Inc. UHAL/B U HAUL HOLDING COMPANY COM

Ownership history in Daiwa Securities Group Inc.  ·  12 quarters on record

AI Ownership Summary

Daiwa Securities Group Inc. reported U HAUL HOLDING COMPANY COM (UHAL/B) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows UHAL/B at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UHAL/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Daiwa Securities Group Inc.'s position in U HAUL HOLDING COMPANY COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UHAL/B was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Daiwa Securities Group Inc. held UHAL/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 8,337 +300 +3.7% 0.00% $424K 2025-11-14 $47.12
2025 Q2 ADDED 8,037 +300 +3.9% 0.00% $437K 2025-08-14 $53.36
2025 Q1 UNCHANGED 7,737 0% 0.00% $458K 2025-05-13 $58.45
2024 Q4 ADDED 7,737 +700 +9.9% 0.00% $496K 2025-02-07 $62.52
2024 Q3 ADDED 7,037 +300 +4.5% 0.00% $507K 2024-11-12 $63.89
2024 Q2 ADDED 6,737 +400 +6.3% 0.00% $404K 2024-08-07 $59.37
2024 Q1 ADDED 6,337 +555 +9.6% 0.00% $423K 2024-05-02 $62.78
2023 Q4 ADDED 5,782 +300 +5.5% 0.00% $407K 2024-01-31 $63.36
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Daiwa Securities Group Inc. and UHAL/B

These are the practical questions this page is built to answer before you even open the full history table.

How long has Daiwa Securities Group Inc. reported owning UHAL/B?

Daiwa Securities Group Inc. reported UHAL/B across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported UHAL/B position in Daiwa Securities Group Inc.'s portfolio?

The largest reported portfolio weight for UHAL/B was 0.00% in 2023 Q4.

What is the latest reported UHAL/B position on this page?

The most recent filing on this page is 2025 Q3, when Daiwa Securities Group Inc. reported 8,337 shares, equal to 0.00% of portfolio, with an estimated market value of $424K.

What does the chart on this UHAL/B ownership page compare?

The chart compares Daiwa Securities Group Inc.'s quarterly UHAL/B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Daiwa Securities Group Inc. time their UHAL/B position?

Based on 13F filing dates vs. subsequent UHAL/B price moves, Daiwa Securities Group Inc. correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on UHAL/B relative to SPY over the holding period was -24.8%.

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