Alpha Square Group S’s U-Haul Holding Co UHAL Stock Holding History

Alpha Square Group S’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
2023 Q1	–	Sell	-5,700	Closed	-$343K	–	36
2022 Q4	$343K	Sell	5,700 -46,300	-89%	-$2.66M	0.15%	40
2022 Q3	$2.65M	Hold	52,000	–	–	1.19%	22
2022 Q2	$2.49M	Sell	52,000 -45,000	-46%	-$2.33M	1.05%	17
2022 Q1	$5.79M	Buy	+97,000	New	+$5.98M	0.78%	31

Other funds holding UHAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Alpha Square Group S's UHAL Position: Q1 2023 in Review

Alpha Square Group S sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 5,700 shares — an estimated $343K sold.

Alpha Square Group S first reported a position in UHAL in Q1 2022 and held it in 4 quarters. The position peaked at $5.79M in Q1 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

Alpha Square Group S reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
Alpha Square Group S sold 5,700 U-Haul Holding Co shares in Q1 2023, an estimated $343K.
Alpha Square Group S first reported a position in U-Haul Holding Co in Q1 2022 and held it in 4 quarters.
Alpha Square Group S's U-Haul Holding Co position peaked at $5.79M in Q1 2022.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Alpha Square Group S's 13F filing for Q1 2023, filed 15 May 2023.