Robotti Robert’s U-Haul Holding Co UHAL Stock Holding History

Robotti Robert’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	-17,100	Closed	-$1.32M	–	66
2024 Q3	$1.32M	Hold	17,100	–	–	0.2%	40
2024 Q2	$1.06M	Buy	17,100 +13,900	+434%	+$905K	0.17%	40
2024 Q1	$216K	Hold	3,200	–	–	0.03%	52
2023 Q4	$230K	Sell	3,200 -2,000	-38%	-$113K	0.03%	54
2023 Q3	$284K	Hold	5,200	–	–	0.04%	54
2023 Q2	$288K	Hold	5,200	–	–	0.05%	54
2023 Q1	$310K	Hold	5,200	–	–	0.05%	50
2022 Q4	$313K	Sell	5,200 -16,800	-76%	-$966K	0.06%	54
2022 Q3	$1.12M	Buy	22,000 +2,000	+10%	+$105K	0.27%	39
2022 Q2	$956K	Buy	20,000 +15,000	+300%	+$776K	0.23%	44
2022 Q1	$298K	Hold	5,000	–	–	0.06%	62
2021 Q4	$363K	Hold	5,000	–	–	0.07%	63
2021 Q3	$323K	Sell	5,000 -5,000	-50%	-$313K	0.07%	64
2021 Q2	$589K	Hold	10,000	–	–	0.15%	58
2021 Q1	$613K	Sell	10,000 -1,000	-9%	-$53.2K	0.15%	50
2020 Q4	$499K	Sell	11,000 -9,000	-45%	-$359K	0.15%	52
2020 Q3	$712K	Hold	20,000	–	–	0.27%	39
2020 Q2	$604K	Buy	20,000 +2,000	+11%	+$58.6K	0.26%	39
2020 Q1	$523K	Buy	18,000 +8,000	+80%	+$270K	0.31%	38
2019 Q4	$376K	Sell	10,000 -12,000	-55%	-$455K	0.12%	47
2019 Q3	$858K	Hold	22,000	–	–	0.26%	37
2019 Q2	$833K	Sell	22,000 -4,000	-15%	-$152K	0.29%	41
2019 Q1	$966K	Sell	26,000 -5,000	-16%	-$182K	0.34%	42
2018 Q4	$1.02M	Buy	31,000 +5,000	+19%	+$169K	0.4%	37
2018 Q3	$927K	Buy	26,000 +1,000	+4%	+$36.9K	0.24%	43
2018 Q2	$890K	Buy	25,000 +18,000	+257%	+$626K	0.23%	39
2018 Q1	$242K	Buy	+7,000	New	+$249K	0.07%	60

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

SCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Robotti Robert's UHAL Position: Q4 2024 in Review

Robotti Robert sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 17,100 shares — an estimated $1.32M sold.

Robotti Robert first reported a position in UHAL in Q1 2018 and held it in 27 quarters. The position peaked at $1.32M in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

Robotti Robert reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
Robotti Robert sold 17,100 U-Haul Holding Co shares in Q4 2024, an estimated $1.32M.
Robotti Robert first reported a position in U-Haul Holding Co in Q1 2018 and held it in 27 quarters.
Robotti Robert's U-Haul Holding Co position peaked at $1.32M in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Robotti Robert's 13F filing for Q4 2024, filed 12 Feb 2025.