Dark Forest Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Dark Forest Capital Management’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 Q4	–	Sell	-14,417	Closed	-$787K	–	1074
2023 Q3	$787K	Sell	14,417 -1,817	-11%	-$106K	0.06%	513
2023 Q2	$898K	Buy	16,234 +14,285	+733%	+$838K	0.08%	344
2023 Q1	$116K	Buy	+1,949	New	+$123K	0.03%	608
2022 Q4	–	Sell	-20	Closed	-$1K	–	1495
2022 Q3	$1K	Sell	20 -10	-33%	-$524	﹤0.01%	1071
2022 Q2	$1K	Buy	+30	New	+$1.55K	﹤0.01%	832
2021 Q3	–	Sell	-2,730	Closed	-$161K	–	1561
2021 Q2	$161K	Buy	+2,730	New	+$160K	0.07%	216

Other funds holding UHAL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dark Forest Capital Management's UHAL Position: Q4 2023 in Review

Dark Forest Capital Management sold out of U-Haul Holding Co (UHAL) in Q4 2023, closing a stake of 14,417 shares — an estimated $787K sold.

Dark Forest Capital Management first reported a position in UHAL in Q2 2021 and held it in 6 quarters. The position peaked at $898K in Q2 2023. 194 funds tracked by Wall St. Rank hold UHAL as of Q4 2023.

Dark Forest Capital Management reported no remaining U-Haul Holding Co position as of Q4 2023 after selling out during the quarter.
Dark Forest Capital Management sold 14,417 U-Haul Holding Co shares in Q4 2023, an estimated $787K.
Dark Forest Capital Management first reported a position in U-Haul Holding Co in Q2 2021 and held it in 6 quarters.
Dark Forest Capital Management's U-Haul Holding Co position peaked at $898K in Q2 2023.
194 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2023.

Based on Dark Forest Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.