Claris Advisors’s U-Haul Holding Co UHAL Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$155	–	1086
2024 Q3	$155	Buy	+2	New	+$137	﹤0.01%	1039

Other funds holding UHAL

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

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

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

Norges Bank Oslo, Norway $935B AUM

YAM

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Claris Advisors's UHAL Position: Q4 2024 in Review

Claris Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 2 shares — an estimated $155 sold.

Claris Advisors first reported a position in UHAL in Q3 2024 and held it in 1 quarter. The position peaked at $155 in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

Claris Advisors reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 U-Haul Holding Co shares in Q4 2024, an estimated $155.
Claris Advisors first reported a position in U-Haul Holding Co in Q3 2024 and held it in 1 quarter.
Claris Advisors's U-Haul Holding Co position peaked at $155 in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.