RBF Capital’s U-Haul Holding Co UHAL Stock Holding History

RBF Capital’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 Q4	–	Sell	-2,800	Closed	-$217K	–	604
2024 Q3	$217K	Buy	+2,800	New	+$191K	0.01%	540
2024 Q1	–	Sell	-2,800	Closed	-$201K	–	576
2023 Q4	$201K	Buy	+2,800	New	+$159K	0.01%	498
2022 Q4	–	Sell	-28,000	Closed	-$1.43M	–	585
2022 Q3	$1.43M	Hold	28,000	–	–	0.12%	178
2022 Q2	$1.34M	Hold	28,000	–	–	0.09%	210
2022 Q1	$1.69M	Hold	28,000	–	–	0.11%	204
2021 Q4	$2.03M	Hold	28,000	–	–	0.13%	174
2021 Q3	$1.81M	Hold	28,000	–	–	0.1%	188
2021 Q2	$1.65M	Hold	28,000	–	–	0.09%	202
2021 Q1	$1.72M	Hold	28,000	–	–	0.11%	172
2020 Q4	$1.27M	Hold	28,000	–	–	0.1%	175
2020 Q3	$997K	Hold	28,000	–	–	0.1%	172
2020 Q2	$846K	Hold	28,000	–	–	0.09%	184
2020 Q1	$814K	Hold	28,000	–	–	0.11%	166
2019 Q4	$1.05M	Hold	28,000	–	–	0.1%	182
2019 Q3	$1.09M	Hold	28,000	–	–	0.12%	160
2019 Q2	$1.06M	Hold	28,000	–	–	0.11%	170
2019 Q1	$1.04M	Hold	28,000	–	–	0.12%	167
2018 Q4	$919K	Hold	28,000	–	–	0.12%	153
2018 Q3	$999K	Hold	28,000	–	–	0.11%	168
2018 Q2	$997K	Hold	28,000	–	–	0.12%	159
2018 Q1	$966K	Hold	28,000	–	–	0.12%	157
2017 Q4	$1.06M	Hold	28,000	–	–	0.12%	146
2017 Q3	$1.05M	Hold	28,000	–	–	0.13%	133
2017 Q2	$1.02M	Hold	28,000	–	–	0.13%	135
2017 Q1	$1.07M	Hold	28,000	–	–	0.15%	131
2016 Q4	$1.03M	Hold	28,000	–	–	0.15%	131
2016 Q3	$908K	Hold	28,000	–	–	0.16%	131
2016 Q2	$1.05M	Hold	28,000	–	–	0.21%	111
2016 Q1	$1M	Hold	28,000	–	–	0.19%	125
2015 Q4	$1.09M	Hold	28,000	–	–	0.21%	119
2015 Q3	$1.1M	Hold	28,000	–	–	0.23%	104
2015 Q2	$915K	Hold	28,000	–	–	0.17%	126
2015 Q1	$925K	Hold	28,000	–	–	0.19%	117
2014 Q4	$796K	Hold	28,000	–	–	0.16%	115
2014 Q3	$733K	Hold	28,000	–	–	0.17%	131
2014 Q2	$814K	Hold	28,000	–	–	0.2%	113
2014 Q1	$650K	Hold	28,000	–	–	0.16%	143
2013 Q4	$666K	Hold	28,000	–	–	0.16%	137
2013 Q3	$516K	Hold	28,000	–	–	0.14%	152
2013 Q2	$453K	Buy	+28,000	New	+$465K	0.13%	159

Other funds holding UHAL

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

SCM

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

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

Norges Bank Oslo, Norway $1T AUM

YAM

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

RBF Capital's UHAL Position: Q4 2024 in Review

RBF Capital sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 2,800 shares — an estimated $217K sold.

RBF Capital first reported a position in UHAL in Q2 2013 and held it in 40 quarters. The position peaked at $2.03M in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

RBF Capital reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
RBF Capital sold 2,800 U-Haul Holding Co shares in Q4 2024, an estimated $217K.
RBF Capital first reported a position in U-Haul Holding Co in Q2 2013 and held it in 40 quarters.
RBF Capital's U-Haul Holding Co position peaked at $2.03M in Q4 2021.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on RBF Capital's 13F filing for Q4 2024, filed 14 Feb 2025.