Jim Simons’s U-Haul Holding Co UHAL Stock Holding History

Jim Simons’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
2026 Q1	$220K	Sell	4,600 -4,700	-51%	-$241K	﹤0.01%	2890
2025 Q4	$469K	Buy	+9,300	New	+$495K	﹤0.01%	2598
2025 Q3	–	Sell	-8,200	Closed	-$497K	–	3944
2025 Q2	$497K	Sell	8,200 -6,666	-45%	-$417K	﹤0.01%	2834
2025 Q1	$972K	Sell	14,866 -2,100	-12%	-$146K	﹤0.01%	2450
2024 Q4	$1.17M	Buy	16,966 +12,500	+280%	+$906K	﹤0.01%	2405
2024 Q3	$346K	Sell	4,466 -13,434	-75%	-$918K	﹤0.01%	2927
2024 Q2	$1.1M	Buy	17,900 +734	+4%	+$47.8K	﹤0.01%	2265
2024 Q1	$1.16M	Buy	+17,166	New	+$1.13M	﹤0.01%	2394
2022 Q4	–	Sell	-127,660	Closed	-$6.5M	–	4429
2022 Q3	$6.5M	Sell	127,660 -232,000	-65%	-$12.2M	0.01%	1289
2022 Q2	$17.2M	Sell	359,660 -56,000	-13%	-$2.9M	0.02%	810
2022 Q1	$24.8M	Buy	415,660 +34,200	+9%	+$2.11M	0.03%	650
2021 Q4	$27.7M	Buy	381,460 +210,800	+124%	+$15.2M	0.03%	551
2021 Q3	$11M	Sell	170,660 -33,000	-16%	-$2.07M	0.01%	977
2021 Q2	$12M	Buy	203,660 +130,000	+176%	+$7.62M	0.02%	1058
2021 Q1	$4.51M	Buy	73,660 +46,000	+166%	+$2.45M	0.01%	1710
2020 Q4	$1.26M	Buy	+27,660	New	+$1.1M	﹤0.01%	2387
2020 Q1	–	Sell	-111,660	Closed	-$4.2M	–	3808
2019 Q4	$4.2M	Buy	+111,660	New	+$4.24M	﹤0.01%	1964
2019 Q3	–	Sell	-14,510	Closed	-$549K	–	3714
2019 Q2	$549K	Sell	14,510 -113,150	-89%	-$4.31M	﹤0.01%	2956
2019 Q1	$4.74M	Sell	127,660 -127,000	-50%	-$4.61M	﹤0.01%	1846
2018 Q4	$8.36M	Buy	254,660 +95,000	+60%	+$3.21M	0.01%	1409
2018 Q3	$5.69M	Buy	+159,660	New	+$5.89M	0.01%	1722
2018 Q2	–	Sell	-386,660	Closed	-$13.3M	–	3541
2018 Q1	$13.3M	Buy	386,660 +21,010	+6%	+$747K	0.01%	1191
2017 Q4	$13.8M	Buy	365,650 +162,990	+80%	+$6.1M	0.02%	1191
2017 Q3	$7.6M	Buy	202,660 +46,000	+29%	+$1.72M	0.01%	1498
2017 Q2	$5.74M	Sell	156,660 -128,000	-45%	-$4.64M	0.01%	1621
2017 Q1	$10.9M	Buy	284,660 +144,000	+102%	+$5.41M	0.02%	1177
2016 Q4	$5.2M	Sell	140,660 -137,770	-49%	-$4.72M	0.01%	1639
2016 Q3	$9.03M	Buy	278,430 +156,770	+129%	+$5.6M	0.02%	1202
2016 Q2	$4.56M	Sell	121,660 -129,000	-51%	-$4.66M	0.01%	1661
2016 Q1	$8.96M	Sell	250,660 -304,340	-55%	-$10.6M	0.02%	1222
2015 Q4	$21.6M	Buy	555,000 +30,000	+6%	+$1.21M	0.05%	508
2015 Q3	$20.7M	Buy	525,000 +12,000	+2%	+$436K	0.05%	487
2015 Q2	$16.8M	Sell	513,000 -121,000	-19%	-$3.95M	0.04%	645
2015 Q1	$20.9M	Sell	634,000 -79,000	-11%	-$2.44M	0.04%	550
2014 Q4	$20.3M	Sell	713,000 -66,000	-8%	-$1.79M	0.05%	505
2014 Q3	$20.4M	Sell	779,000 -16,000	-2%	-$442K	0.06%	432
2014 Q2	$23.1M	Sell	795,000 -13,000	-2%	-$344K	0.05%	402
2014 Q1	$18.8M	Buy	808,000 +39,340	+5%	+$910K	0.05%	511
2013 Q4	$18.3M	Sell	768,660 -18,000	-2%	-$387K	0.04%	503
2013 Q3	$14.5M	Buy	786,660 +146,000	+23%	+$2.52M	0.04%	616
2013 Q2	$10.4M	Buy	+640,660	New	+$10.6M	0.03%	715

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Jim Simons's UHAL Position: Q1 2026 in Review

Jim Simons reduced its U-Haul Holding Co (UHAL) stake by 51% in Q1 2026, selling an estimated $241K and leaving 4,600 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

Jim Simons first reported a position in UHAL in Q2 2013 and has held it in 41 quarters since. The position peaked at $27.7M in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Jim Simons held 4,600 shares of U-Haul Holding Co worth $220K as of Q1 2026.
Jim Simons sold 4,700 U-Haul Holding Co shares in Q1 2026, an estimated $241K.
U-Haul Holding Co made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2890 holding.
Jim Simons first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 41 quarters since.
Jim Simons's U-Haul Holding Co position peaked at $27.7M in Q4 2021.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.