Atom Investors’s U-Haul Holding Co UHAL Stock Holding History

Atom Investors’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
2025 Q1	–	Sell	-3,869	Closed	-$267K	–	641
2024 Q4	$267K	Sell	3,869 -10	-0.3%	-$725	0.03%	396
2024 Q3	$301K	Buy	+3,879	New	+$265K	0.03%	374
2021 Q1	–	Sell	-40,060	Closed	-$1.82M	–	418
2020 Q4	$1.82M	Sell	40,060 -17,290	-30%	-$689K	0.18%	140
2020 Q3	$2.04M	Buy	57,350 +44,550	+348%	+$1.52M	0.19%	126
2020 Q2	$387K	Buy	+12,800	New	+$375K	0.03%	292

Other funds holding UHAL

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

YAM

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

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atom Investors's UHAL Position: Q1 2025 in Review

Atom Investors sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 3,869 shares — an estimated $267K sold.

Atom Investors first reported a position in UHAL in Q2 2020 and held it in 5 quarters. The position peaked at $2.04M in Q3 2020. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

Atom Investors reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
Atom Investors sold 3,869 U-Haul Holding Co shares in Q1 2025, an estimated $267K.
Atom Investors first reported a position in U-Haul Holding Co in Q2 2020 and held it in 5 quarters.
Atom Investors's U-Haul Holding Co position peaked at $2.04M in Q3 2020.
212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Atom Investors's 13F filing for Q1 2025, filed 15 May 2025.