Caxton Associates (New York)’s U-Haul Holding Co UHAL Stock Holding History

Caxton Associates (New York)’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 Q2	–	Sell	-3,045	Closed	-$206K	–	596
2024 Q1	$206K	Buy	+3,045	New	+$201K	0.01%	423
2023 Q3	–	Sell	-12,618	Closed	-$698K	–	598
2023 Q2	$698K	Buy	+12,618	New	+$740K	0.1%	207
2022 Q3	–	Sell	-9,600	Closed	-$459K	–	672
2022 Q2	$459K	Buy	+9,600	New	+$496K	0.04%	297
2022 Q1	–	Sell	-6,940	Closed	-$504K	–	716
2021 Q4	$504K	Buy	+6,940	New	+$500K	0.05%	273

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

SCM

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caxton Associates (New York)'s UHAL Position: Q2 2024 in Review

Caxton Associates (New York) sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 3,045 shares — an estimated $206K sold.

Caxton Associates (New York) first reported a position in UHAL in Q4 2021 and held it in 4 quarters. The position peaked at $698K in Q2 2023. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

Caxton Associates (New York) reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
Caxton Associates (New York) sold 3,045 U-Haul Holding Co shares in Q2 2024, an estimated $206K.
Caxton Associates (New York) first reported a position in U-Haul Holding Co in Q4 2021 and held it in 4 quarters.
Caxton Associates (New York)'s U-Haul Holding Co position peaked at $698K in Q2 2023.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Caxton Associates (New York)'s 13F filing for Q2 2024, filed 14 Aug 2024.