Denali Advisors’s U-Haul Holding Co UHAL Stock Holding History

Denali Advisors’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
2024 Q2	–	Sell	-474	Closed	-$32K	–	449
2024 Q1	$32K	Sell	474 -16	-3%	-$1.06K	0.01%	303
2023 Q4	$35.2K	Hold	490	–	–	0.01%	298
2023 Q3	$26.7K	Buy	490 +7	+1%	+$407	0.01%	327
2023 Q2	$26.7K	Buy	483 +326	+208%	+$19.1K	0.01%	324
2023 Q1	$9.37K	Hold	157	–	–	﹤0.01%	321
2022 Q4	$9.45K	Sell	157 -4,553	-97%	-$262K	﹤0.01%	321
2022 Q3	$240K	Hold	4,710	–	–	0.11%	135
2022 Q2	$225K	Sell	4,710 -490	-9%	-$25.3K	0.1%	147
2022 Q1	$310K	Buy	5,200 +320	+7%	+$19.7K	0.12%	139
2021 Q4	$354K	Buy	4,880 +480	+11%	+$34.6K	0.13%	137
2021 Q3	$284K	Buy	4,400 +1,990	+83%	+$125K	0.12%	141
2021 Q2	$142K	Buy	+2,410	New	+$141K	0.05%	148
2021 Q1	–	Sell	-40,000	Closed	-$1.82M	–	423
2020 Q4	$1.82M	Sell	40,000 -10,000	-20%	-$398K	0.31%	108
2020 Q3	$1.78M	Sell	50,000 -1,000	-2%	-$34.1K	0.35%	94
2020 Q2	$1.54M	Sell	51,000 -4,000	-7%	-$117K	0.3%	108
2020 Q1	$1.6M	Sell	55,000 -137,000	-71%	-$4.63M	0.35%	77
2019 Q4	$7.22M	Sell	192,000 -50,000	-21%	-$1.9M	1.02%	35
2019 Q3	$9.44M	Buy	242,000 +48,000	+25%	+$1.77M	1.32%	28
2019 Q2	$7.34M	Sell	194,000 -21,000	-10%	-$800K	1.1%	38
2019 Q1	$7.99M	Sell	215,000 -125,000	-37%	-$4.54M	1.28%	33
2018 Q4	$11.2M	Sell	340,000 -3,000	-0.9%	-$101K	1.86%	21
2018 Q3	$12.2M	Sell	343,000 -56,000	-14%	-$2.07M	1.8%	27
2018 Q2	$14.2M	Buy	399,000 +108,000	+37%	+$3.75M	2.14%	17
2018 Q1	$10M	Buy	291,000 +59,000	+25%	+$2.1M	1.61%	26
2017 Q4	$8.77M	Buy	232,000 +142,000	+158%	+$5.31M	1.36%	34
2017 Q3	$3.37M	Sell	90,000 -93,000	-51%	-$3.47M	0.56%	57
2017 Q2	$6.7M	Sell	183,000 -212,000	-54%	-$7.69M	1.09%	38
2017 Q1	$15.1M	Buy	395,000 +45,000	+13%	+$1.69M	2.21%	9
2016 Q4	$12.9M	Buy	350,000 +303,000	+645%	+$10.4M	2.25%	9
2016 Q3	$1.52M	Buy	47,000 +12,000	+34%	+$429K	0.23%	83
2016 Q2	$1.31M	Sell	35,000 -9,000	-20%	-$325K	0.23%	87
2016 Q1	$1.57M	Sell	44,000 -67,000	-60%	-$2.33M	0.34%	79
2015 Q4	$4.32M	Buy	111,000 +32,000	+41%	+$1.29M	0.97%	38
2015 Q3	$3.11M	Sell	79,000 -3,000	-4%	-$109K	0.72%	49
2015 Q2	$2.68M	Buy	82,000 +3,000	+4%	+$98K	0.58%	59
2015 Q1	$2.61M	Sell	79,000 -94,000	-54%	-$2.91M	0.6%	61
2014 Q4	$4.92M	Sell	173,000 -98,000	-36%	-$2.66M	1.39%	22
2014 Q3	$7.1M	Sell	271,000 -14,000	-5%	-$387K	2.05%	10
2014 Q2	$8.29M	Buy	285,000 +62,000	+28%	+$1.64M	2.27%	4
2014 Q1	$5.18M	Buy	223,000 +125,000	+128%	+$2.89M	1.49%	20
2013 Q4	$2.33M	Buy	+98,000	New	+$2.11M	0.73%	48

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

SCM

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

YAM

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Denali Advisors's UHAL Position: Q2 2024 in Review

Denali Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 474 shares — an estimated $32K sold.

Denali Advisors first reported a position in UHAL in Q4 2013 and held it in 41 quarters. The position peaked at $15.1M in Q1 2017. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

Denali Advisors reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
Denali Advisors sold 474 U-Haul Holding Co shares in Q2 2024, an estimated $32K.
Denali Advisors first reported a position in U-Haul Holding Co in Q4 2013 and held it in 41 quarters.
Denali Advisors's U-Haul Holding Co position peaked at $15.1M in Q1 2017.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.