Arlington Trust’s U-Haul Holding Co UHAL Stock Holding History

Arlington Trust’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 Q1	–	Sell	-20	Closed	-$1.44K	–	870
2023 Q4	$1.44K	Buy	+20	New	+$1.13K	﹤0.01%	735

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Arlington Trust's UHAL Position: Q1 2024 in Review

Arlington Trust sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 20 shares — an estimated $1.44K sold.

Arlington Trust first reported a position in UHAL in Q4 2023 and held it in 1 quarter. The position peaked at $1.44K in Q4 2023. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

Arlington Trust reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 20 U-Haul Holding Co shares in Q1 2024, an estimated $1.44K.
Arlington Trust first reported a position in U-Haul Holding Co in Q4 2023 and held it in 1 quarter.
Arlington Trust's U-Haul Holding Co position peaked at $1.44K in Q4 2023.
198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.