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Proficio Capital Partners’s U-Haul Holding Co UHAL Stock Holding History

Proficio Capital Partners’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
2024
Q3 		– Sell
-20,991
Closed -$1.3M – 337
2024
Q2 		$1.3M Sell
20,991
-336
-2% -$21.9K 0.14% 92
2024
Q1 		$1.44M Buy
21,327
+6,435
+43% +$425K 0.16% 87
2023
Q4 		$1.07M Hold
14,892
– – 0.13% 86
2023
Q3 		$813K Hold
14,892
– – 0.11% 102
2023
Q2 		$824K Buy
+14,892
New +$874K 0.11% 101
2021
Q1 		– Sell
-43,540
Closed -$1.98M – 283
2020
Q4 		$1.98M Hold
43,540
– – 0.31% 55
2020
Q3 		$1.55M Sell
43,540
-40
-0.1% -$1.36K 0.27% 56
2020
Q2 		$1.32M Sell
43,580
-60
-0.1% -$1.76K 0.27% 51
2020
Q1 		$1.1M Buy
43,640
+15,800
+57% +$534K 0.28% 55
2019
Q4 		$1.05M Buy
+27,840
New +$1.06M 0.3% 55
2019
Q3 		– Sell
-1,150
Closed -$44K – 1447
2019
Q2 		$44K Buy
1,150
+40
+4% +$1.52K 0.02% 421
2019
Q1 		$41K Buy
1,110
+690
+164% +$25.1K 0.01% 413
2018
Q4 		$14K Sell
420
-710
-63% -$24K 0.01% 652
2018
Q3 		$40K Hold
1,130
– – 0.01% 406
2018
Q2 		$40K Hold
1,130
– – 0.02% 414
2018
Q1 		$39K Buy
1,130
+390
+53% +$13.9K 0.01% 417
2017
Q4 		$28K Buy
740
+140
+23% +$5.24K 0.01% 491
2017
Q3 		$22K Hold
600
– – 0.01% 569
2017
Q2 		$24K Sell
600
-530
-47% -$19.2K 0.01% 556
2017
Q1 		$44K Buy
1,130
+720
+176% +$27.1K 0.02% 415
2016
Q4 		$15K Buy
410
+200
+95% +$6.86K 0.01% 527
2016
Q3 		$7K Sell
210
-290
-58% -$10.4K ﹤0.01% 661
2016
Q2 		$20K Buy
500
+430
+614% +$15.5K 0.01% 428
2016
Q1 		$3K Sell
70
-30
-30% -$1.04K ﹤0.01% 676
2015
Q4 		$4K Buy
+100
New +$4.04K ﹤0.01% 501

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Proficio Capital Partners's UHAL Position: Q3 2024 in Review

Proficio Capital Partners sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 20,991 shares — an estimated $1.3M sold.

Proficio Capital Partners first reported a position in UHAL in Q4 2015 and held it in 25 quarters. The position peaked at $1.98M in Q4 2020. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

  • Proficio Capital Partners reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 20,991 U-Haul Holding Co shares in Q3 2024, an estimated $1.3M.
  • Proficio Capital Partners first reported a position in U-Haul Holding Co in Q4 2015 and held it in 25 quarters.
  • Proficio Capital Partners's U-Haul Holding Co position peaked at $1.98M in Q4 2020.
  • 200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Proficio Capital Partners's 13F filing for Q3 2024, filed 1 Nov 2024.