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Childress Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Childress Capital 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
2025
Q1 		– Sell
-6,000
Closed -$415K – 242
2024
Q4 		$415K Buy
6,000
+1,000
+20% +$72.5K 0.12% 120
2024
Q3 		$387K Buy
+5,000
New +$342K 0.1% 139

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Childress Capital Advisors's UHAL Position: Q1 2025 in Review

Childress Capital Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 6,000 shares — an estimated $415K sold.

Childress Capital Advisors first reported a position in UHAL in Q3 2024 and held it in 2 quarters. The position peaked at $415K in Q4 2024. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Childress Capital Advisors reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
  • Childress Capital Advisors sold 6,000 U-Haul Holding Co shares in Q1 2025, an estimated $415K.
  • Childress Capital Advisors first reported a position in U-Haul Holding Co in Q3 2024 and held it in 2 quarters.
  • Childress Capital Advisors's U-Haul Holding Co position peaked at $415K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Childress Capital Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.