NKCFO LLC’s U-Haul Holding Co UHAL Stock Holding History

NKCFO LLC’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
2023 Q2	–	Sell	-1,520	Closed	-$91K	–	105
2023 Q1	$91K	Buy	+1,520	New	+$95.6K	0.04%	71

Other funds holding UHAL

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

SCM

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NKCFO LLC's UHAL Position: Q2 2023 in Review

NKCFO LLC sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 1,520 shares — an estimated $91K sold.

NKCFO LLC first reported a position in UHAL in Q1 2023 and held it in 1 quarter. The position peaked at $91K in Q1 2023. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

NKCFO LLC reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
NKCFO LLC sold 1,520 U-Haul Holding Co shares in Q2 2023, an estimated $91K.
NKCFO LLC first reported a position in U-Haul Holding Co in Q1 2023 and held it in 1 quarter.
NKCFO LLC's U-Haul Holding Co position peaked at $91K in Q1 2023.
192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on NKCFO LLC's 13F filing for Q2 2023, filed 2 Aug 2023.