CCP
UHAL icon

Cassia Capital Partners’s U-Haul Holding Co UHAL Stock Holding History

Cassia Capital Partners’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
-4,672
Closed -$279K – 84
2023
Q1 		$279K Sell
4,672
-116
-2% -$7.3K 0.22% 54
2022
Q4 		$288K Buy
+4,788
New +$275K 0.24% 50

Other funds holding UHAL

Vanguard Group
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cassia Capital Partners's UHAL Position: Q2 2023 in Review

Cassia Capital Partners sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 4,672 shares — an estimated $279K sold.

Cassia Capital Partners first reported a position in UHAL in Q4 2022 and held it in 2 quarters. The position peaked at $288K in Q4 2022. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Cassia Capital Partners reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Cassia Capital Partners sold 4,672 U-Haul Holding Co shares in Q2 2023, an estimated $279K.
  • Cassia Capital Partners first reported a position in U-Haul Holding Co in Q4 2022 and held it in 2 quarters.
  • Cassia Capital Partners's U-Haul Holding Co position peaked at $288K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Cassia Capital Partners's 13F filing for Q2 2023, filed 20 Jul 2023.