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Keeley-Teton Advisors’s U-Haul Holding Co UHAL Stock Holding History

Keeley-Teton Advisors’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
2025
Q1 		$591K Sell
9,040
-580
-6% -$40.2K 0.07% 270
2024
Q4 		$665K Buy
9,620
+429
+5% +$31.1K 0.08% 264
2024
Q3 		$712K Buy
+9,191
New +$628K 0.08% 270

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keeley-Teton Advisors's UHAL Position: Q1 2025 in Review

Keeley-Teton Advisors reduced its U-Haul Holding Co (UHAL) stake by 6% in Q1 2025, selling an estimated $40.2K and leaving 9,040 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #270.

Keeley-Teton Advisors first reported a position in UHAL in Q3 2024 and has held it in 3 quarters since. The position peaked at $712K in Q3 2024. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Keeley-Teton Advisors held 9,040 shares of U-Haul Holding Co worth $591K as of Q1 2025.
  • Keeley-Teton Advisors sold 580 U-Haul Holding Co shares in Q1 2025, an estimated $40.2K.
  • U-Haul Holding Co made up 0.07% of Keeley-Teton Advisors's portfolio in Q1 2025, its #270 holding.
  • Keeley-Teton Advisors first reported a position in U-Haul Holding Co in Q3 2024 and has held it in 3 quarters since.
  • Keeley-Teton Advisors's U-Haul Holding Co position peaked at $712K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.