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Mine & Arao Wealth Creation & Management’s U-Haul Holding Co UHAL Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q1 		– Sell
-80
Closed -$5.74K – 392
2023
Q4 		$5.74K Hold
80
– – ﹤0.01% 250
2023
Q3 		$4.37K Hold
80
– – ﹤0.01% 257
2023
Q2 		$4.43K Buy
+80
New +$4.69K ﹤0.01% 270

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's UHAL Position: Q1 2024 in Review

Mine & Arao Wealth Creation & Management sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 80 shares — an estimated $5.74K sold.

Mine & Arao Wealth Creation & Management first reported a position in UHAL in Q2 2023 and held it in 3 quarters. The position peaked at $5.74K in Q4 2023. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 80 U-Haul Holding Co shares in Q1 2024, an estimated $5.74K.
  • Mine & Arao Wealth Creation & Management first reported a position in U-Haul Holding Co in Q2 2023 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's U-Haul Holding Co position peaked at $5.74K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2024, filed 9 May 2024.