Atlas Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Atlas Capital Advisors’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 Q2	–	Sell	-157	Closed	-$10.6K	–	967
2024 Q1	$10.6K	Buy	+157	New	+$10.4K	﹤0.01%	713

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

SCA

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

YAM

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Capital Advisors's UHAL Position: Q2 2024 in Review

Atlas Capital Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 157 shares — an estimated $10.6K sold.

Atlas Capital Advisors first reported a position in UHAL in Q1 2024 and held it in 1 quarter. The position peaked at $10.6K in Q1 2024. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

Atlas Capital Advisors reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
Atlas Capital Advisors sold 157 U-Haul Holding Co shares in Q2 2024, an estimated $10.6K.
Atlas Capital Advisors first reported a position in U-Haul Holding Co in Q1 2024 and held it in 1 quarter.
Atlas Capital Advisors's U-Haul Holding Co position peaked at $10.6K in Q1 2024.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.