Motley Fool Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Motley Fool Asset 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 Q4	–	Sell	-2,579	Closed	-$201K	–	230
2024 Q3	$201K	Buy	+2,579	New	+$176K	0.01%	208
2024 Q2	–	Sell	-3,001	Closed	-$203K	–	214
2024 Q1	$203K	Sell	3,001 -73	-2%	-$4.83K	0.01%	220
2023 Q4	$221K	Buy	+3,074	New	+$174K	0.02%	210
2022 Q2	–	Sell	-3,950	Closed	-$236K	–	228
2022 Q1	$236K	Buy	3,950 +3,870	+4,838%	+$239K	0.02%	209
2021 Q4	$6K	Buy	+80	New	+$5.76K	﹤0.01%	226

Other funds holding UHAL

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

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

Motley Fool Asset Management's UHAL Position: Q4 2024 in Review

Motley Fool Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 2,579 shares — an estimated $201K sold.

Motley Fool Asset Management first reported a position in UHAL in Q4 2021 and held it in 5 quarters. The position peaked at $236K in Q1 2022. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

Motley Fool Asset Management reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
Motley Fool Asset Management sold 2,579 U-Haul Holding Co shares in Q4 2024, an estimated $201K.
Motley Fool Asset Management first reported a position in U-Haul Holding Co in Q4 2021 and held it in 5 quarters.
Motley Fool Asset Management's U-Haul Holding Co position peaked at $236K in Q1 2022.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Motley Fool Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.