K2 Principal Fund’s U-Haul Holding Co Series N UHAL.B Stock Holding History

K2 Principal Fund’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,000	Closed	-$210K	–	282
2023 Q3	$210K	Hold	4,000	–	–	0.04%	133
2023 Q2	$203K	Hold	4,000	–	–	0.05%	149
2023 Q1	$207K	Buy	+4,000	New	+$227K	0.03%	176

Other funds holding UHAL.B

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCA

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

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

K2 Principal Fund sold out of U-Haul Holding Co Series N (UHAL.B) in Q2 2024, closing a stake of 13,733 shares — an estimated $916K sold.

K2 Principal Fund first reported a position in UHAL.B in Q4 2022 and held it in 5 quarters. The position peaked at $9.72M in Q4 2022. 282 funds tracked by Wall St. Rank hold UHAL.B as of Q2 2024.

K2 Principal Fund reported no remaining U-Haul Holding Co Series N position as of Q2 2024 after selling out during the quarter.
K2 Principal Fund sold 13,733 U-Haul Holding Co Series N shares in Q2 2024, an estimated $916K.
K2 Principal Fund first reported a position in U-Haul Holding Co Series N in Q4 2022 and held it in 5 quarters.
K2 Principal Fund's U-Haul Holding Co Series N position peaked at $9.72M in Q4 2022.
282 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2024.

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