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Ossiam’s U-Haul Holding Co UHAL Stock Holding History

Ossiam’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
Q3 		– Sell
-445
Closed -$24.6K – 725
2023
Q2 		$24.6K Hold
445
– – ﹤0.01% 698
2023
Q1 		$26.5K Buy
445
+361
+430% +$22.7K ﹤0.01% 696
2022
Q4 		$5.06K Sell
84
-756
-90% -$43.5K ﹤0.01% 710
2022
Q3 		$43K Buy
+840
New +$44K ﹤0.01% 686

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
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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ossiam's UHAL Position: Q3 2023 in Review

Ossiam sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 445 shares — an estimated $24.6K sold.

Ossiam first reported a position in UHAL in Q3 2022 and held it in 4 quarters. The position peaked at $43K in Q3 2022. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Ossiam reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Ossiam sold 445 U-Haul Holding Co shares in Q3 2023, an estimated $24.6K.
  • Ossiam first reported a position in U-Haul Holding Co in Q3 2022 and held it in 4 quarters.
  • Ossiam's U-Haul Holding Co position peaked at $43K in Q3 2022.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Ossiam's 13F filing for Q3 2023, filed 14 Nov 2023.