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 Q1	–	Sell	-800	Closed	-$1K	–	4749
2022 Q4	$1K	Buy	+800	New	+$46K	﹤0.01%	4177

Other funds holding UHAL

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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.