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Boothbay Fund Management’s U-Haul Holding Co UHAL Stock Holding History

Boothbay Fund 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
Q4 		– Sell
-5,097
Closed -$395K – 1918
2024
Q3 		$395K Buy
+5,097
New +$348K 0.01% 1092
2024
Q2 		– Sell
-9,142
Closed -$617K – 1870
2024
Q1 		$617K Buy
+9,142
New +$604K 0.01% 931
2022
Q1 		– Sell
-3,240
Closed -$235K – 2547
2021
Q4 		$235K Hold
3,240
– – 0.01% 1404
2021
Q3 		$209K Sell
3,240
-16,610
-84% -$1.04M 0.01% 1554
2021
Q2 		$1.17M Buy
+19,850
New +$1.16M 0.04% 624
2015
Q1 		– Sell
-10,020
Closed -$285K – 419
2014
Q4 		$285K Buy
+10,020
New +$272K 0.22% 152

Other funds holding UHAL

Vanguard Group
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
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

Boothbay Fund Management's UHAL Position: Q4 2024 in Review

Boothbay Fund Management sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 5,097 shares — an estimated $395K sold.

Boothbay Fund Management first reported a position in UHAL in Q4 2014 and held it in 6 quarters. The position peaked at $1.17M in Q2 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

  • Boothbay Fund Management reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
  • Boothbay Fund Management sold 5,097 U-Haul Holding Co shares in Q4 2024, an estimated $395K.
  • Boothbay Fund Management first reported a position in U-Haul Holding Co in Q4 2014 and held it in 6 quarters.
  • Boothbay Fund Management's U-Haul Holding Co position peaked at $1.17M in Q2 2021.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Boothbay Fund Management's 13F filing for Q4 2024, filed 14 Feb 2025.