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Diversified Trust’s U-Haul Holding Co UHAL Stock Holding History

Diversified Trust’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
2025
Q1 		– Sell
-4,025
Closed -$278K – 1028
2024
Q4 		$278K Hold
4,025
– – 0.01% 763
2024
Q3 		$312K Hold
4,025
– – 0.01% 716
2024
Q2 		$248K Buy
+4,025
New +$262K 0.01% 729
2022
Q1 		– Sell
-8,770
Closed -$637K – 892
2021
Q4 		$637K Buy
8,770
+2,790
+47% +$201K 0.02% 375
2021
Q3 		$386K Buy
+5,980
New +$375K 0.01% 491
2021
Q2 		– Sell
-8,230
Closed -$504K – 895
2021
Q1 		$504K Buy
+8,230
New +$438K 0.02% 371
2015
Q4 		– Sell
-7,100
Closed -$279K – 427
2015
Q3 		$279K Sell
7,100
-21,000
-75% -$763K 0.03% 352
2015
Q2 		$919K Buy
28,100
+3,250
+13% +$106K 0.09% 222
2015
Q1 		$821K Sell
24,850
-850
-3% -$26.3K 0.07% 250
2014
Q4 		$731K Buy
+25,700
New +$697K 0.07% 270
2014
Q2 		$984K Buy
+33,850
New +$894K 0.08% 256
2013
Q4 		$1.14M Sell
47,850
-14,600
-23% -$314K 0.12% 176
2013
Q3 		$1.15M Sell
62,450
-7,500
-11% -$129K 0.12% 179
2013
Q2 		$1.13M Buy
+69,950
New +$1.16M 0.13% 154

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust's UHAL Position: Q1 2025 in Review

Diversified Trust sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 4,025 shares — an estimated $278K sold.

Diversified Trust first reported a position in UHAL in Q2 2013 and held it in 14 quarters. The position peaked at $1.15M in Q3 2013. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Diversified Trust reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 4,025 U-Haul Holding Co shares in Q1 2025, an estimated $278K.
  • Diversified Trust first reported a position in U-Haul Holding Co in Q2 2013 and held it in 14 quarters.
  • Diversified Trust's U-Haul Holding Co position peaked at $1.15M in Q3 2013.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.