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Quantbot Technologies’s U-Haul Holding Co UHAL Stock Holding History

Quantbot Technologies’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
Q3 		– Sell
-716
Closed -$39.6K – 1978
2023
Q2 		$39.6K Buy
+716
New +$42K ﹤0.01% 1348
2023
Q1 		– Sell
-13,768
Closed -$829K – 2092
2022
Q4 		$829K Buy
+13,768
New +$792K 0.06% 427
2022
Q3 		– Sell
-8,820
Closed -$421K – 2118
2022
Q2 		$421K Buy
8,820
+7,270
+469% +$376K 0.04% 642
2022
Q1 		$92K Sell
1,550
-18,140
-92% -$1.12M 0.01% 1066
2021
Q4 		$1.43M Buy
19,690
+17,470
+787% +$1.26M 0.12% 267
2021
Q3 		$143K Buy
+2,220
New +$139K 0.01% 888
2020
Q3 		– Sell
-770
Closed -$23K – 1653
2020
Q2 		$23K Sell
770
-700
-48% -$20.5K ﹤0.01% 827
2020
Q1 		$42K Sell
1,470
-3,230
-69% -$109K 0.03% 476
2019
Q4 		$176K Buy
+4,700
New +$178K 0.02% 698
2019
Q3 		– Sell
-630
Closed -$23K – 1585
2019
Q2 		$23K Buy
+630
New +$24K ﹤0.01% 1023
2018
Q2 		– Sell
-890
Closed -$30K – 1508
2018
Q1 		$30K Buy
+890
New +$31.6K ﹤0.01% 1032
2017
Q4 		– Sell
-6,420
Closed -$240K – 1499
2017
Q3 		$240K Buy
6,420
+5,390
+523% +$201K 0.02% 667
2017
Q2 		$37K Buy
1,030
+1,000
+3,333% +$36.3K ﹤0.01% 942
2017
Q1 		$1K Sell
30
-110
-79% -$4.13K ﹤0.01% 1093
2016
Q4 		$5K Sell
140
-1,010
-88% -$34.6K ﹤0.01% 999
2016
Q3 		$37K Hold
1,150
– – ﹤0.01% 894
2016
Q2 		$43K Hold
1,150
– – ﹤0.01% 847
2016
Q1 		$41K Sell
1,150
-530
-32% -$18.4K 0.01% 902
2015
Q4 		$65K Buy
+1,680
New +$67.9K 0.01% 755
2014
Q4 		– Sell
-1,950
Closed -$51K – 1412
2014
Q3 		$51K Buy
+1,950
New +$53.9K 0.01% 974

Other funds holding UHAL

Vanguard Group
Vanguard Group 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
SI
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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Quantbot Technologies's UHAL Position: Q3 2023 in Review

Quantbot Technologies sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 716 shares — an estimated $39.6K sold.

Quantbot Technologies first reported a position in UHAL in Q3 2014 and held it in 20 quarters. The position peaked at $1.43M in Q4 2021. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Quantbot Technologies reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Quantbot Technologies sold 716 U-Haul Holding Co shares in Q3 2023, an estimated $39.6K.
  • Quantbot Technologies first reported a position in U-Haul Holding Co in Q3 2014 and held it in 20 quarters.
  • Quantbot Technologies's U-Haul Holding Co position peaked at $1.43M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Quantbot Technologies's 13F filing for Q3 2023, filed 7 Nov 2023.