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Applied Finance Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Applied Finance Capital Management’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
Q3 		– Sell
-4,620
Closed -$285K – 325
2024
Q2 		$285K Buy
+4,620
New +$301K 0.01% 261

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Applied Finance Capital Management's UHAL Position: Q3 2024 in Review

Applied Finance Capital Management sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 4,620 shares — an estimated $285K sold.

Applied Finance Capital Management first reported a position in UHAL in Q2 2024 and held it in 1 quarter. The position peaked at $285K in Q2 2024. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

  • Applied Finance Capital Management reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
  • Applied Finance Capital Management sold 4,620 U-Haul Holding Co shares in Q3 2024, an estimated $285K.
  • Applied Finance Capital Management first reported a position in U-Haul Holding Co in Q2 2024 and held it in 1 quarter.
  • Applied Finance Capital Management's U-Haul Holding Co position peaked at $285K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Applied Finance Capital Management's 13F filing for Q3 2024, filed 1 Nov 2024.