ETC
UHAL icon

Exchange Traded Concepts’s U-Haul Holding Co UHAL Stock Holding History

Exchange Traded Concepts’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
-413
Closed -$22.5K – 1399
2023
Q3 		$22.5K Buy
+413
New +$24K ﹤0.01% 1123

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Exchange Traded Concepts's UHAL Position: Q4 2023 in Review

Exchange Traded Concepts sold out of U-Haul Holding Co (UHAL) in Q4 2023, closing a stake of 413 shares — an estimated $22.5K sold.

Exchange Traded Concepts first reported a position in UHAL in Q3 2023 and held it in 1 quarter. The position peaked at $22.5K in Q3 2023. 194 funds tracked by Wall St. Rank hold UHAL as of Q4 2023.

  • Exchange Traded Concepts reported no remaining U-Haul Holding Co position as of Q4 2023 after selling out during the quarter.
  • Exchange Traded Concepts sold 413 U-Haul Holding Co shares in Q4 2023, an estimated $22.5K.
  • Exchange Traded Concepts first reported a position in U-Haul Holding Co in Q3 2023 and held it in 1 quarter.
  • Exchange Traded Concepts's U-Haul Holding Co position peaked at $22.5K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2023.

Based on Exchange Traded Concepts's 13F filing for Q4 2023, filed 5 Jan 2024.