PEAK6 Investments’s U-Haul Holding Co UHAL Stock Holding History

PEAK6 Investments’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 Q4	–	Sell	-46,000	Closed	-$2.34M	–	5240
2022 Q3	$2.34M	Buy	46,000 +19,000	+70%	+$995K	0.01%	1420
2022 Q2	$1.29M	Buy	27,000 +7,000	+35%	+$362K	﹤0.01%	2809
2022 Q1	$1.19M	Buy	20,000 +13,980	+232%	+$862K	﹤0.01%	2333
2021 Q4	$437K	Sell	6,020 -4,980	-45%	-$359K	﹤0.01%	3352
2021 Q3	$711K	Buy	+11,000	New	+$690K	﹤0.01%	2915

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

YAM

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PEAK6 Investments's UHAL Position: Q2 2024 in Review

PEAK6 Investments sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 4,136 shares — an estimated $279K sold.

PEAK6 Investments first reported a position in UHAL in Q3 2021 and held it in 5 quarters. The position peaked at $898K in Q3 2022. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

PEAK6 Investments reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
PEAK6 Investments sold 4,136 U-Haul Holding Co shares in Q2 2024, an estimated $279K.
PEAK6 Investments first reported a position in U-Haul Holding Co in Q3 2021 and held it in 5 quarters.
PEAK6 Investments's U-Haul Holding Co position peaked at $898K in Q3 2022.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on PEAK6 Investments's 13F filing for Q2 2024, filed 14 Aug 2024.