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

Prelude 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	-4,881	Closed	-$294K	–	1476
2022 Q4	$294K	Sell	4,881 -41,319	-89%	-$2.38M	0.02%	801
2022 Q3	$2.35M	Buy	+46,200	New	+$2.42M	0.08%	195
2022 Q1	–	Sell	-5,310	Closed	-$386K	–	2252
2021 Q4	$386K	Buy	+5,310	New	+$382K	0.01%	1171
2021 Q2	–	Sell	-30,060	Closed	-$1.84M	–	1978
2021 Q1	$1.84M	Buy	30,060 +8,230	+38%	+$438K	0.05%	372
2020 Q4	$991K	Buy	+21,830	New	+$870K	0.03%	482
2016 Q2	–	Sell	-2,700	Closed	-$96K	–	1752
2016 Q1	$96K	Buy	2,700 +300	+13%	+$10.4K	0.01%	777
2015 Q4	$93K	Buy	+2,400	New	+$97K	0.01%	838
2015 Q2	–	Sell	-3,300	Closed	-$109K	–	2052
2015 Q1	$109K	Buy	3,300 +800	+32%	+$24.7K	0.02%	973
2014 Q4	$71K	Sell	2,500 -2,500	-50%	-$67.8K	0.01%	1137
2014 Q3	$131K	Buy	5,000 +3,000	+150%	+$82.9K	0.02%	944
2014 Q2	$58K	Sell	2,000 -15,000	-88%	-$396K	0.01%	1313
2014 Q1	$395K	Buy	+17,000	New	+$393K	0.05%	495
2013 Q4	–	Sell	-4,000	Closed	-$74K	–	1925
2013 Q3	$74K	Hold	4,000	–	–	0.01%	869
2013 Q2	$65K	Buy	+4,000	New	+$66.4K	0.01%	785

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Prelude Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 4,881 shares — an estimated $294K sold.

Prelude Capital Management first reported a position in UHAL in Q2 2013 and held it in 14 quarters. The position peaked at $2.35M in Q3 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

Prelude Capital Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 4,881 U-Haul Holding Co shares in Q1 2023, an estimated $294K.
Prelude Capital Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 14 quarters.
Prelude Capital Management's U-Haul Holding Co position peaked at $2.35M in Q3 2022.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

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