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Cutler Group’s U-Haul Holding Co UHAL Stock Holding History

Cutler Group’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
Q3 		– Sell
-32
Closed -$1K – 4343
2023
Q2 		$1K Hold
32
– – ﹤0.01% 3430
2023
Q1 		$1K Buy
+32
New +$2.01K ﹤0.01% 3583
2019
Q2 		– Sell
-780
Closed -$28K – 4827
2019
Q1 		$28K Sell
780
-120
-13% -$4.36K ﹤0.01% 1814
2018
Q4 		$29K Buy
900
+240
+36% +$8.11K ﹤0.01% 1844
2018
Q3 		$23K Sell
660
-180
-21% -$6.64K ﹤0.01% 2157
2018
Q2 		$29K Buy
840
+120
+17% +$4.17K ﹤0.01% 1956
2018
Q1 		$24K Buy
720
+300
+71% +$10.7K ﹤0.01% 2159
2017
Q4 		$15K Buy
420
+60
+17% +$2.24K ﹤0.01% 2824
2017
Q3 		$13K Sell
360
-60
-14% -$2.24K ﹤0.01% 3567
2017
Q2 		$15K Buy
420
+240
+133% +$8.71K ﹤0.01% 3750
2017
Q1 		$6K Sell
180
-120
-40% -$4.51K ﹤0.01% 4600
2016
Q4 		$11K Sell
300
-420
-58% -$14.4K ﹤0.01% 4126
2016
Q3 		$23K Buy
720
+180
+33% +$6.43K ﹤0.01% 3293
2016
Q2 		$20K Sell
540
-240
-31% -$8.67K ﹤0.01% 3381
2016
Q1 		$27K Sell
780
-580
-43% -$20.2K ﹤0.01% 2974
2015
Q4 		$52K Buy
+1,360
New +$55K ﹤0.01% 2416

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
SI
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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cutler Group's UHAL Position: Q3 2023 in Review

Cutler Group sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 32 shares — an estimated $1K sold.

Cutler Group first reported a position in UHAL in Q4 2015 and held it in 16 quarters. The position peaked at $52K in Q4 2015. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Cutler Group reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 32 U-Haul Holding Co shares in Q3 2023, an estimated $1K.
  • Cutler Group first reported a position in U-Haul Holding Co in Q4 2015 and held it in 16 quarters.
  • Cutler Group's U-Haul Holding Co position peaked at $52K in Q4 2015.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.