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Harvest Fund Management’s U-Haul Holding Co UHAL Stock Holding History

Harvest Fund 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
Q1 		– Sell
-61
Closed -$4K – 824
2022
Q4 		$4K Sell
61
-549
-90% -$31.6K ﹤0.01% 705
2022
Q3 		$31K Hold
610
– – 0.01% 492
2022
Q2 		$29K Sell
610
-1,550
-72% -$80.1K 0.01% 492
2022
Q1 		$128K Hold
2,160
– – 0.03% 300
2021
Q4 		$156K Buy
2,160
+340
+19% +$24.5K 0.03% 280
2021
Q3 		$117K Buy
1,820
+790
+77% +$49.5K 0.03% 256
2021
Q2 		$60K Hold
1,030
– – 0.01% 380
2021
Q1 		$63K Buy
+1,030
New +$54.8K 0.01% 352

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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harvest Fund Management's UHAL Position: Q1 2023 in Review

Harvest Fund Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 61 shares — an estimated $4K sold.

Harvest Fund Management first reported a position in UHAL in Q1 2021 and held it in 8 quarters. The position peaked at $156K in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Harvest Fund Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Harvest Fund Management sold 61 U-Haul Holding Co shares in Q1 2023, an estimated $4K.
  • Harvest Fund Management first reported a position in U-Haul Holding Co in Q1 2021 and held it in 8 quarters.
  • Harvest Fund Management's U-Haul Holding Co position peaked at $156K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Harvest Fund Management's 13F filing for Q1 2023, filed 11 May 2023.