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Next Level Private’s U-Haul Holding Co UHAL Stock Holding History

Next Level Private’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
2022
Q3 		– Sell
-12,350
Closed -$591K – 165
2022
Q2 		$591K Buy
+12,350
New +$639K 0.23% 78

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Next Level Private's UHAL Position: Q3 2022 in Review

Next Level Private sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 12,350 shares — an estimated $591K sold.

Next Level Private first reported a position in UHAL in Q2 2022 and held it in 1 quarter. The position peaked at $591K in Q2 2022. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

  • Next Level Private reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
  • Next Level Private sold 12,350 U-Haul Holding Co shares in Q3 2022, an estimated $591K.
  • Next Level Private first reported a position in U-Haul Holding Co in Q2 2022 and held it in 1 quarter.
  • Next Level Private's U-Haul Holding Co position peaked at $591K in Q2 2022.
  • 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Next Level Private's 13F filing for Q3 2022, filed 21 Oct 2022.