LC
UHAL icon

Lindbrook Capital’s U-Haul Holding Co UHAL Stock Holding History

Lindbrook Capital’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 		$4.51K Sell
69
-22
-24% -$1.52K ﹤0.01% 1989
2024
Q4 		$6.29K Buy
91
+64
+237% +$4.64K ﹤0.01% 1879
2024
Q3 		$2.09K Sell
27
-8
-23% -$547 ﹤0.01% 2326
2024
Q2 		$2.16K Buy
35
+12
+52% +$781 ﹤0.01% 2324
2024
Q1 		$1.55K Hold
23
– – ﹤0.01% 2321
2023
Q4 		$1.65K Sell
23
-13
-36% -$737 ﹤0.01% 2327
2023
Q3 		$1.97K Sell
36
-19
-35% -$1.1K ﹤0.01% 2134
2023
Q2 		$3.04K Hold
55
– – ﹤0.01% 1995
2023
Q1 		$3.28K Buy
55
+29
+112% +$1.82K ﹤0.01% 2036
2022
Q4 		$1.56K Sell
26
-274
-91% -$15.8K ﹤0.01% 2344
2022
Q3 		$15K Buy
300
+100
+50% +$5.24K ﹤0.01% 1145
2022
Q2 		$10K Buy
200
+30
+18% +$1.55K ﹤0.01% 1271
2022
Q1 		$10K Buy
170
+10
+6% +$616 ﹤0.01% 1293
2021
Q4 		$12K Hold
160
– – ﹤0.01% 1213
2021
Q3 		$10K Hold
160
– – ﹤0.01% 1003
2021
Q2 		$9K Hold
160
– – ﹤0.01% 1100
2021
Q1 		$10K Hold
160
– – ﹤0.01% 1034
2020
Q4 		$7K Hold
160
– – ﹤0.01% 1074
2020
Q3 		$6K Hold
160
– – ﹤0.01% 1060
2020
Q2 		$5K Sell
160
-30
-16% -$879 ﹤0.01% 1104
2020
Q1 		$6K Buy
+190
New +$6.42K ﹤0.01% 945

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 $6.73T AUM 46.02% 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

Lindbrook Capital's UHAL Position: Q1 2025 in Review

Lindbrook Capital reduced its U-Haul Holding Co (UHAL) stake by 24% in Q1 2025, selling an estimated $1.52K and leaving 69 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Lindbrook Capital first reported a position in UHAL in Q1 2020 and has held it in 21 quarters since. The position peaked at $15K in Q3 2022. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Lindbrook Capital held 69 shares of U-Haul Holding Co worth $4.51K as of Q1 2025.
  • Lindbrook Capital sold 22 U-Haul Holding Co shares in Q1 2025, an estimated $1.52K.
  • U-Haul Holding Co made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1989 holding.
  • Lindbrook Capital first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's U-Haul Holding Co position peaked at $15K in Q3 2022.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.