L.J. Altfest & Co’s U-Haul Holding Co UHAL Stock Holding History

L.J. Altfest & Co’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 Q3	–	Sell	-3,706	Closed	-$229K	–	370
2024 Q2	$229K	Buy	3,706 +13	+0.4%	+$846	0.03%	287
2024 Q1	$249K	Buy	+3,693	New	+$244K	0.04%	282

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

SCA

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

SCM

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Norges Bank Oslo, Norway $935B AUM

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

L.J. Altfest & Co's UHAL Position: Q3 2024 in Review

L.J. Altfest & Co sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 3,706 shares — an estimated $229K sold.

L.J. Altfest & Co first reported a position in UHAL in Q1 2024 and held it in 2 quarters. The position peaked at $249K in Q1 2024. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

L.J. Altfest & Co reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
L.J. Altfest & Co sold 3,706 U-Haul Holding Co shares in Q3 2024, an estimated $229K.
L.J. Altfest & Co first reported a position in U-Haul Holding Co in Q1 2024 and held it in 2 quarters.
L.J. Altfest & Co's U-Haul Holding Co position peaked at $249K in Q1 2024.
200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on L.J. Altfest & Co's 13F filing for Q3 2024, filed 5 Nov 2024.