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Jump Financial’s U-Haul Holding Co UHAL Stock Holding History

Jump Financial’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
Q3 		– Sell
-5,207
Closed -$288K – 2268
2023
Q2 		$288K Sell
5,207
-10,506
-67% -$616K 0.01% 1325
2023
Q1 		$937K Buy
15,713
+113
+0.7% +$7.11K 0.04% 619
2022
Q4 		$939K Buy
+15,600
New +$897K 0.05% 509
2022
Q1 		– Sell
-7,000
Closed -$508K – 1926
2021
Q4 		$508K Buy
+7,000
New +$504K 0.03% 647
2021
Q1 		– Sell
-5,000
Closed -$227K – 1301
2020
Q4 		$227K Buy
+5,000
New +$199K 0.04% 725

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
SI
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jump Financial's UHAL Position: Q3 2023 in Review

Jump Financial sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 5,207 shares — an estimated $288K sold.

Jump Financial first reported a position in UHAL in Q4 2020 and held it in 5 quarters. The position peaked at $939K in Q4 2022. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Jump Financial reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Jump Financial sold 5,207 U-Haul Holding Co shares in Q3 2023, an estimated $288K.
  • Jump Financial first reported a position in U-Haul Holding Co in Q4 2020 and held it in 5 quarters.
  • Jump Financial's U-Haul Holding Co position peaked at $939K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Jump Financial's 13F filing for Q3 2023, filed 7 Nov 2023.