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

Highlander 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 Q1	$579K	Hold	8,570	–	–	0.2%	102
2023 Q4	$615K	Sell	8,570 -50	-0.6%	-$2.83K	0.22%	101
2023 Q3	$470K	Buy	8,620 +1,125	+15%	+$65.3K	0.18%	120
2023 Q2	$415K	Hold	7,495	–	–	0.19%	102
2023 Q1	$447K	Hold	7,495	–	–	0.22%	101
2022 Q4	$451K	Sell	7,495 -19,955	-73%	-$1.15M	0.24%	89
2022 Q3	$1.4M	Sell	27,450 -2,350	-8%	-$123K	0.8%	29
2022 Q2	$1.43M	Buy	+29,800	New	+$1.54M	0.77%	32

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Highlander Capital Management's UHAL Position: Q1 2024 in Review

Highlander Capital Management held its U-Haul Holding Co (UHAL) position steady in Q1 2024 at 8,570 shares worth $579K. The position accounts for 0.2% of the portfolio, ranked #102.

Highlander Capital Management first reported a position in UHAL in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2022. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

Highlander Capital Management held 8,570 shares of U-Haul Holding Co worth $579K as of Q1 2024.
Highlander Capital Management left its U-Haul Holding Co share count unchanged in Q1 2024.
U-Haul Holding Co made up 0.2% of Highlander Capital Management's portfolio in Q1 2024, its #102 holding.
Highlander Capital Management first reported a position in U-Haul Holding Co in Q2 2022 and has held it in 8 quarters since.
Highlander Capital Management's U-Haul Holding Co position peaked at $1.43M in Q2 2022.
198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.