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K2 Principal Fund’s U-Haul Holding Co UHAL Stock Holding History

K2 Principal Fund’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
-8,161
Closed -$551K – 277
2024
Q1 		$551K Buy
8,161
+4,068
+99% +$269K 0.1% 150
2023
Q4 		$294K Sell
4,093
-4,487
-52% -$254K 0.04% 157
2023
Q3 		$468K Sell
8,580
-29,182
-77% -$1.7M 0.1% 113
2023
Q2 		$2.09M Buy
+37,762
New +$2.22M 0.48% 55
2023
Q1 		– Sell
-13,000
Closed -$782K – 315
2022
Q4 		$782K Buy
+13,000
New +$748K 0.12% 105
2016
Q4 		– Sell
-16,160
Closed -$524K – 343
2016
Q3 		$524K Hold
16,160
– – 0.06% 200
2016
Q2 		$605K Sell
16,160
-69,490
-81% -$2.51M 0.08% 157
2016
Q1 		$3.06M Sell
85,650
-23,580
-22% -$820K 0.42% 58
2015
Q4 		$4.25M Buy
109,230
+7,190
+7% +$291K 0.58% 50
2015
Q3 		$4.01M Sell
102,040
-40,680
-29% -$1.48M 0.65% 40
2015
Q2 		$4.67M Buy
142,720
+21,980
+18% +$718K 0.84% 33
2015
Q1 		$3.99M Buy
120,740
+68,200
+130% +$2.11M 0.84% 36
2014
Q4 		$1.49M Buy
+52,540
New +$1.42M 0.35% 65

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

K2 Principal Fund's UHAL Position: Q2 2024 in Review

K2 Principal Fund sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 8,161 shares — an estimated $551K sold.

K2 Principal Fund first reported a position in UHAL in Q4 2014 and held it in 13 quarters. The position peaked at $4.67M in Q2 2015. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

  • K2 Principal Fund reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
  • K2 Principal Fund sold 8,161 U-Haul Holding Co shares in Q2 2024, an estimated $551K.
  • K2 Principal Fund first reported a position in U-Haul Holding Co in Q4 2014 and held it in 13 quarters.
  • K2 Principal Fund's U-Haul Holding Co position peaked at $4.67M in Q2 2015.
  • 186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on K2 Principal Fund's 13F filing for Q2 2024, filed 14 Aug 2024.