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Oakview Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Oakview Capital 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
2023
Q1 		– Sell
-31,401
Closed -$1.89M – 18
2022
Q4 		$1.89M Sell
31,401
-277,289
-90% -$16M 0.81% 17
2022
Q3 		$15.7M Buy
308,690
+9,400
+3% +$492K 7.51% 6
2022
Q2 		$14.3M Buy
299,290
+115,050
+62% +$5.95M 7.19% 7
2022
Q1 		$11M Buy
+184,240
New +$11.4M 4.87% 15

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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
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

Oakview Capital Management's UHAL Position: Q1 2023 in Review

Oakview Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 31,401 shares — an estimated $1.89M sold.

Oakview Capital Management first reported a position in UHAL in Q1 2022 and held it in 4 quarters. The position peaked at $15.7M in Q3 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Oakview Capital Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Oakview Capital Management sold 31,401 U-Haul Holding Co shares in Q1 2023, an estimated $1.89M.
  • Oakview Capital Management first reported a position in U-Haul Holding Co in Q1 2022 and held it in 4 quarters.
  • Oakview Capital Management's U-Haul Holding Co position peaked at $15.7M in Q3 2022.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Oakview Capital Management's 13F filing for Q1 2023, filed 15 May 2023.