HGI Capital Management’s U-Haul Holding Co UHAL Stock Holding History

HGI Capital 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
2024 Q2	–	Sell	-3,686	Closed	-$249K	–	44
2024 Q1	$249K	Buy	+3,686	New	+$244K	0.27%	43

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

HGI Capital Management's UHAL Position: Q2 2024 in Review

HGI Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 3,686 shares — an estimated $249K sold.

HGI Capital Management first reported a position in UHAL in Q1 2024 and held it in 1 quarter. The position peaked at $249K in Q1 2024. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

HGI Capital Management reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
HGI Capital Management sold 3,686 U-Haul Holding Co shares in Q2 2024, an estimated $249K.
HGI Capital Management first reported a position in U-Haul Holding Co in Q1 2024 and held it in 1 quarter.
HGI Capital Management's U-Haul Holding Co position peaked at $249K in Q1 2024.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on HGI Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.