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Ancient Art’s U-Haul Holding Co UHAL Stock Holding History

Ancient Art’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
-32,653
Closed -$1.97M – 21
2022
Q4 		$1.97M Sell
32,653
-293,877
-90% -$16.9M 0.42% 18
2022
Q3 		$16.6M Buy
+326,530
New +$17.1M 3.1% 12
2018
Q3 		– Sell
-134,990
Closed -$4.81M – 12
2018
Q2 		$4.81M Sell
134,990
-239,550
-64% -$8.33M 0.9% 9
2018
Q1 		$12.9M Hold
374,540
– – 2.58% 9
2017
Q4 		$14.2M Sell
374,540
-524,600
-58% -$19.6M 2.75% 8
2017
Q3 		$33.7M Sell
899,140
-29,960
-3% -$1.12M 6.32% 6
2017
Q2 		$34M Sell
929,100
-2,310
-0.2% -$83.8K 5.85% 6
2017
Q1 		$35.5M Sell
931,410
-555,460
-37% -$20.9M 6.13% 6
2016
Q4 		$55M Hold
1,486,870
– – 8.45% 4
2016
Q3 		$48.2M Hold
1,486,870
– – 8.81% 3
2016
Q2 		$55.7M Hold
1,486,870
– – 9.93% 3
2016
Q1 		$53.1M Buy
1,486,870
+497,770
+50% +$17.3M 10.37% 3
2015
Q4 		$38.5M Sell
989,100
-188,310
-16% -$7.61M 7.03% 3
2015
Q3 		$46.3M Buy
1,177,410
+65,420
+6% +$2.38M 7.86% 4
2015
Q2 		$36.4M Buy
1,111,990
+662,120
+147% +$21.6M 8.26% 4
2015
Q1 		$14.9M Buy
+449,870
New +$13.9M 4.21% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ancient Art's UHAL Position: Q1 2023 in Review

Ancient Art sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 32,653 shares — an estimated $1.97M sold.

Ancient Art first reported a position in UHAL in Q1 2015 and held it in 16 quarters. The position peaked at $55.7M in Q2 2016. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Ancient Art reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Ancient Art sold 32,653 U-Haul Holding Co shares in Q1 2023, an estimated $1.97M.
  • Ancient Art first reported a position in U-Haul Holding Co in Q1 2015 and held it in 16 quarters.
  • Ancient Art's U-Haul Holding Co position peaked at $55.7M in Q2 2016.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Ancient Art's 13F filing for Q1 2023, filed 15 May 2023.