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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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