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Ergoteles’s U-Haul Holding Co UHAL Stock Holding History

Ergoteles’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
-5,973
Closed -$330K – 801
2023
Q2 		$330K Buy
5,973
+2,316
+63% +$136K 0.02% 744
2023
Q1 		$218K Buy
+3,657
New +$230K 0.01% 986
2022
Q2 		– Sell
-14,000
Closed -$836K – 2018
2022
Q1 		$836K Buy
+14,000
New +$863K 0.03% 489

Other funds holding UHAL

Vanguard Group
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
SI
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
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

Ergoteles's UHAL Position: Q3 2023 in Review

Ergoteles sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 5,973 shares — an estimated $330K sold.

Ergoteles first reported a position in UHAL in Q1 2022 and held it in 3 quarters. The position peaked at $836K in Q1 2022. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Ergoteles reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 5,973 U-Haul Holding Co shares in Q3 2023, an estimated $330K.
  • Ergoteles first reported a position in U-Haul Holding Co in Q1 2022 and held it in 3 quarters.
  • Ergoteles's U-Haul Holding Co position peaked at $836K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.