Cascade Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-30	Closed	-$1.79K	–	213
2023 Q1	$1.79K	Buy	+30	New	+$1.89K	﹤0.01%	230
2022 Q3	–	Sell	-300	Closed	-$14.3K	–	207
2022 Q2	$14.3K	Hold	300	–	–	0.01%	205
2022 Q1	$17.9K	Buy	300 +50	+20%	+$3.08K	0.01%	217
2021 Q4	$18.2K	Hold	250	–	–	0.01%	217
2021 Q3	$16.1K	Hold	250	–	–	0.01%	216
2021 Q2	$14.7K	Hold	250	–	–	0.01%	219
2021 Q1	$15.3K	Hold	250	–	–	0.01%	213
2020 Q4	$11.3K	Hold	250	–	–	0.01%	228
2020 Q3	$8.9K	Hold	250	–	–	0.01%	228
2020 Q2	$7.55K	Hold	250	–	–	0.01%	228
2020 Q1	$7.26K	Hold	250	–	–	0.01%	223
2019 Q4	$9.39K	Sell	250 -900	-78%	-$34.2K	0.01%	229
2019 Q3	$44.9K	Buy	1,150 +900	+360%	+$33.2K	0.03%	153
2019 Q2	$9.46K	Hold	250	–	–	0.01%	218
2019 Q1	$9.29K	Hold	250	–	–	0.01%	205
2018 Q4	$8.2K	Hold	250	–	–	0.01%	208
2018 Q3	$8.92K	Hold	250	–	–	0.01%	186
2018 Q2	$8.9K	Sell	250 -600	-71%	-$20.9K	0.01%	185
2018 Q1	$29.3K	Buy	+850	New	+$30.2K	0.02%	146

Other funds holding UHAL

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

YAM

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

SCM

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

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

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

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

ACM

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cascade Investment Advisors's UHAL Position: Q2 2023 in Review

Cascade Investment Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 30 shares — an estimated $1.79K sold.

Cascade Investment Advisors first reported a position in UHAL in Q1 2018 and held it in 19 quarters. The position peaked at $44.9K in Q3 2019. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

Cascade Investment Advisors reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 30 U-Haul Holding Co shares in Q2 2023, an estimated $1.79K.
Cascade Investment Advisors first reported a position in U-Haul Holding Co in Q1 2018 and held it in 19 quarters.
Cascade Investment Advisors's U-Haul Holding Co position peaked at $44.9K in Q3 2019.
192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.