Punch & Associates Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Punch & Associates Investment 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
2025 Q1	–	Sell	-6,671	Closed	-$461K	–	173
2024 Q4	$461K	Sell	6,671 -6,717	-50%	-$487K	0.03%	151
2024 Q3	$1.04M	Sell	13,388 -560	-4%	-$38.3K	0.06%	149
2024 Q2	$861K	Sell	13,948 -105	-0.7%	-$6.83K	0.05%	156
2024 Q1	$949K	Sell	14,053 -1,031	-7%	-$68.1K	0.05%	159
2023 Q4	$1.08M	Sell	15,084 -296	-2%	-$16.8K	0.06%	167
2023 Q3	$839K	Sell	15,380 -140	-0.9%	-$8.13K	0.05%	163
2023 Q2	$859K	Sell	15,520 -2,284	-13%	-$134K	0.05%	166
2023 Q1	$1.06M	Sell	17,804 -260	-1%	-$16.4K	0.07%	154
2022 Q4	$1.09M	Sell	18,064 -159,446	-90%	-$9.17M	0.07%	161
2022 Q3	$9.04M	Sell	177,510 -40	-0%	-$2.1K	0.63%	52
2022 Q2	$8.49M	Sell	177,550 -1,390	-0.8%	-$71.9K	0.59%	65
2022 Q1	$10.7M	Buy	178,940 +2,980	+2%	+$184K	0.61%	61
2021 Q4	$12.8M	Sell	175,960 -3,470	-2%	-$250K	0.67%	44
2021 Q3	$11.6M	Buy	179,430 +340	+0.2%	+$21.3K	0.66%	48
2021 Q2	$10.6M	Sell	179,090 -2,670	-1%	-$156K	0.6%	59
2021 Q1	$11.1M	Sell	181,760 -610	-0.3%	-$32.5K	0.67%	51
2020 Q4	$8.28M	Sell	182,370 -3,500	-2%	-$139K	0.58%	67
2020 Q3	$6.62M	Sell	185,870 -2,770	-1%	-$94.4K	0.57%	68
2020 Q2	$5.7M	Sell	188,640 -1,340	-0.7%	-$39.3K	0.52%	82
2020 Q1	$5.52M	Buy	189,980 +4,870	+3%	+$164K	0.66%	59
2019 Q4	$6.96M	Sell	185,110 -4,260	-2%	-$162K	0.55%	71
2019 Q3	$7.39M	Sell	189,370 -2,030	-1%	-$75K	0.61%	53
2019 Q2	$7.25M	Buy	191,400 +1,900	+1%	+$72.4K	0.6%	65
2019 Q1	$7.04M	Sell	189,500 -27,240	-13%	-$990K	0.6%	69
2018 Q4	$7.11M	Sell	216,740 -5,460	-2%	-$184K	0.68%	50
2018 Q3	$7.92M	Sell	222,200 -16,710	-7%	-$617K	0.63%	50
2018 Q2	$8.51M	Sell	238,910 -3,280	-1%	-$114K	0.7%	42
2018 Q1	$8.36M	Sell	242,190 -3,590	-1%	-$128K	0.74%	37
2017 Q4	$9.29M	Sell	245,780 -3,610	-1%	-$135K	0.8%	34
2017 Q3	$9.35M	Sell	249,390 -2,390	-0.9%	-$89.3K	0.83%	32
2017 Q2	$9.22M	Sell	251,780 -5,890	-2%	-$214K	0.86%	30
2017 Q1	$9.82M	Buy	257,670 +1,340	+0.5%	+$50.4K	0.94%	27
2016 Q4	$9.47M	Buy	256,330 +900	+0.4%	+$30.9K	0.94%	28
2016 Q3	$8.28M	Buy	255,430 +4,120	+2%	+$147K	0.89%	31
2016 Q2	$9.41M	Buy	251,310 +3,220	+1%	+$116K	1.09%	21
2016 Q1	$8.87M	Sell	248,090 -6,240	-2%	-$217K	1.07%	21
2015 Q4	$9.91M	Buy	254,330 +27,560	+12%	+$1.11M	1.2%	14
2015 Q3	$8.92M	Buy	226,770 +4,250	+2%	+$154K	1.22%	14
2015 Q2	$7.27M	Sell	222,520 -3,980	-2%	-$130K	0.91%	29
2015 Q1	$7.48M	Buy	226,500 +880	+0.4%	+$27.2K	0.93%	31
2014 Q4	$6.41M	Buy	225,620 +1,460	+0.7%	+$39.6K	0.82%	35
2014 Q3	$5.87M	Buy	224,160 +50,840	+29%	+$1.41M	0.82%	36
2014 Q2	$5.04M	Sell	173,320 -250	-0.1%	-$6.61K	0.68%	53
2014 Q1	$4.03M	Sell	173,570 -2,240	-1%	-$51.8K	0.55%	74
2013 Q4	$4.18M	Sell	175,810 -2,220	-1%	-$47.7K	0.56%	73
2013 Q3	$3.28M	Buy	178,030 +67,280	+61%	+$1.16M	0.51%	87
2013 Q2	$1.79M	Buy	+110,750	New	+$1.84M	0.32%	138

Other funds holding UHAL

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

SCA

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

TFM

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

YAM

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

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Punch & Associates Investment Management's UHAL Position: Q1 2025 in Review

Punch & Associates Investment Management sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 6,671 shares — an estimated $461K sold.

Punch & Associates Investment Management first reported a position in UHAL in Q2 2013 and held it in 47 quarters. The position peaked at $12.8M in Q4 2021. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

Punch & Associates Investment Management reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
Punch & Associates Investment Management sold 6,671 U-Haul Holding Co shares in Q1 2025, an estimated $461K.
Punch & Associates Investment Management first reported a position in U-Haul Holding Co in Q2 2013 and held it in 47 quarters.
Punch & Associates Investment Management's U-Haul Holding Co position peaked at $12.8M in Q4 2021.
212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Punch & Associates Investment Management's 13F filing for Q1 2025, filed 15 May 2025.