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PCM
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
Shares
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
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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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$62.3B AUM
26.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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