CT
UHAL icon

Colonial Trust’s U-Haul Holding Co UHAL Stock Holding History

Colonial Trust’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
2026
Q1 		$49.7K Hold
1,040
– – 0.01% 532
2025
Q4 		$52.4K Hold
1,040
– – 0.01% 537
2025
Q3 		$59.4K Hold
1,040
– – 0.01% 519
2025
Q2 		$63K Hold
1,040
– – 0.01% 506
2025
Q1 		$68K Sell
1,040
-9
-0.9% -$624 0.01% 484
2024
Q4 		$72.5K Buy
1,049
+9
+0.9% +$653 0.01% 500
2024
Q3 		$80.6K Hold
1,040
– – 0.01% 483
2024
Q2 		$64.2K Hold
1,040
– – 0.01% 481
2024
Q1 		$70.2K Sell
1,040
-1,000
-49% -$66.1K 0.01% 469
2023
Q4 		$146K Sell
2,040
-100
-5% -$5.67K 0.03% 323
2023
Q3 		$117K Buy
2,140
+2,100
+5,250% +$122K 0.03% 312
2023
Q2 		$2.21K Hold
40
– – ﹤0.01% 880
2023
Q1 		$2.39K Hold
40
– – ﹤0.01% 835
2022
Q4 		$2.41K Buy
+40
New +$2.3K ﹤0.01% 846

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return