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

Cumberland 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
2023
Q1 		– Sell
-2,630
Closed -$158K – 194
2022
Q4 		$158K Sell
2,630
-18,070
-87% -$1.04M 0.02% 163
2022
Q3 		$1.05M Buy
+20,700
New +$1.08M 0.11% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cumberland Partners's UHAL Position: Q1 2023 in Review

Cumberland Partners sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 2,630 shares — an estimated $158K sold.

Cumberland Partners first reported a position in UHAL in Q3 2022 and held it in 2 quarters. The position peaked at $1.05M in Q3 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Cumberland Partners reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Cumberland Partners sold 2,630 U-Haul Holding Co shares in Q1 2023, an estimated $158K.
  • Cumberland Partners first reported a position in U-Haul Holding Co in Q3 2022 and held it in 2 quarters.
  • Cumberland Partners's U-Haul Holding Co position peaked at $1.05M in Q3 2022.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Cumberland Partners's 13F filing for Q1 2023, filed 8 May 2023.