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Anthracite Investment Company’s U-Haul Holding Co UHAL Stock Holding History

Anthracite Investment Company’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
2024
Q4 		– Sell
-3,473
Closed -$269K – 109
2024
Q3 		$269K Buy
+3,473
New +$237K 0.12% 83

Other funds holding UHAL

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SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Anthracite Investment Company's UHAL Position: Q4 2024 in Review

Anthracite Investment Company sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 3,473 shares — an estimated $269K sold.

Anthracite Investment Company first reported a position in UHAL in Q3 2024 and held it in 1 quarter. The position peaked at $269K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

  • Anthracite Investment Company reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
  • Anthracite Investment Company sold 3,473 U-Haul Holding Co shares in Q4 2024, an estimated $269K.
  • Anthracite Investment Company first reported a position in U-Haul Holding Co in Q3 2024 and held it in 1 quarter.
  • Anthracite Investment Company's U-Haul Holding Co position peaked at $269K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Anthracite Investment Company's 13F filing for Q4 2024, filed 12 Feb 2025.