Campbell & Co Investment Adviser’s U-Haul Holding Co UHAL Stock Holding History

Campbell & Co Investment Adviser’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	-10,618	Closed	-$655K	–	1346
2024 Q2	$655K	Sell	10,618 -3,224	-23%	-$210K	0.06%	544
2024 Q1	$935K	Buy	13,842 +2,896	+26%	+$191K	0.08%	427
2023 Q4	$786K	Buy	10,946 +4,000	+58%	+$227K	0.07%	497
2023 Q3	$379K	Sell	6,946 -3,130	-31%	-$182K	0.05%	635
2023 Q2	$557K	Buy	+10,076	New	+$591K	0.1%	378
2022 Q3	–	Sell	-20,010	Closed	-$957K	–	947
2022 Q2	$957K	Buy	+20,010	New	+$1.03M	0.26%	88
2014 Q4	–	Sell	-20,110	Closed	-$527K	–	281
2014 Q3	$527K	Buy	+20,110	New	+$556K	0.27%	119

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

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 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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Campbell & Co Investment Adviser's UHAL Position: Q3 2024 in Review

Campbell & Co Investment Adviser sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 10,618 shares — an estimated $655K sold.

Campbell & Co Investment Adviser first reported a position in UHAL in Q3 2014 and held it in 7 quarters. The position peaked at $957K in Q2 2022. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

Campbell & Co Investment Adviser reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
Campbell & Co Investment Adviser sold 10,618 U-Haul Holding Co shares in Q3 2024, an estimated $655K.
Campbell & Co Investment Adviser first reported a position in U-Haul Holding Co in Q3 2014 and held it in 7 quarters.
Campbell & Co Investment Adviser's U-Haul Holding Co position peaked at $957K in Q2 2022.
200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q3 2024, filed 12 Nov 2024.