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

Roundview 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
2022 Q4	–	Sell	-17,730	Closed	-$903K	–	295
2022 Q3	$903K	Buy	17,730 +320	+2%	+$16.8K	0.11%	167
2022 Q2	$833K	Buy	17,410 +130	+0.8%	+$6.72K	0.1%	182
2022 Q1	$1.03M	Hold	17,280	–	–	0.11%	175
2021 Q4	$1.25M	Buy	17,280 +180	+1%	+$13K	0.13%	171
2021 Q3	$1.1M	Buy	17,100 +240	+1%	+$15K	0.12%	169
2021 Q2	$994K	Buy	16,860 +1,040	+7%	+$61K	0.11%	183
2021 Q1	$969K	Hold	15,820	–	–	0.12%	169
2020 Q4	$718K	Buy	15,820 +740	+5%	+$29.5K	0.1%	186
2020 Q3	$537K	Sell	15,080 -5,300	-26%	-$181K	0.08%	192
2020 Q2	$616K	Sell	20,380 -5,760	-22%	-$169K	0.1%	179
2020 Q1	$759K	Buy	26,140 +2,440	+10%	+$82.4K	0.16%	150
2019 Q4	$891K	Buy	+23,700	New	+$900K	0.17%	147

Other funds holding UHAL

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roundview Capital's UHAL Position: Q4 2022 in Review

Roundview Capital sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 17,730 shares — an estimated $903K sold.

Roundview Capital first reported a position in UHAL in Q4 2019 and held it in 12 quarters. The position peaked at $1.25M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Roundview Capital reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Roundview Capital sold 17,730 U-Haul Holding Co shares in Q4 2022, an estimated $903K.
Roundview Capital first reported a position in U-Haul Holding Co in Q4 2019 and held it in 12 quarters.
Roundview Capital's U-Haul Holding Co position peaked at $1.25M in Q4 2021.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Roundview Capital's 13F filing for Q4 2022, filed 13 Feb 2023.