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Castleview Partners’s U-Haul Holding Co UHAL Stock Holding History

Castleview 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
2022
Q4 		– Sell
-1,610
Closed -$82K – 709
2022
Q3 		$82K Sell
1,610
-2,240
-58% -$117K 0.08% 185
2022
Q2 		$4.88K Buy
3,850
+2,730
+244% +$141K ﹤0.01% 541
2022
Q1 		$66K Buy
+1,120
New +$69K 0.04% 314

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castleview Partners's UHAL Position: Q4 2022 in Review

Castleview Partners sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 1,610 shares — an estimated $82K sold.

Castleview Partners first reported a position in UHAL in Q1 2022 and held it in 3 quarters. The position peaked at $82K in Q3 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Castleview Partners reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Castleview Partners sold 1,610 U-Haul Holding Co shares in Q4 2022, an estimated $82K.
  • Castleview Partners first reported a position in U-Haul Holding Co in Q1 2022 and held it in 3 quarters.
  • Castleview Partners's U-Haul Holding Co position peaked at $82K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Castleview Partners's 13F filing for Q4 2022, filed 1 Feb 2023.