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
2023 Q1	–	Sell	-12,000	Closed	-$722K	–	314
2022 Q4	$722K	Buy	+12,000	New	+$690K	0.11%	115

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

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

Norges Bank Oslo, Norway $935B AUM

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.