Sageworth Trust Company of South Dakota’s U-Haul Holding Co UHAL Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-19	Closed	-$1.13K	–	197
2023 Q1	$1.13K	Sell	19 -123	-87%	-$7.74K	﹤0.01%	214
2022 Q4	$9K	Sell	142 -1,278	-90%	-$73.5K	0.02%	118
2022 Q3	$72K	Sell	1,420 -670	-32%	-$35.1K	0.18%	44
2022 Q2	$100K	Sell	2,090 -1,630	-44%	-$84.3K	0.21%	43
2022 Q1	$222K	Sell	3,720 -100	-3%	-$6.17K	0.42%	29
2021 Q4	$277K	Buy	+3,820	New	+$275K	0.43%	29

Other funds holding UHAL

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

YAM

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

SCM

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

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

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sageworth Trust Company of South Dakota's UHAL Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 19 shares — an estimated $1.13K sold.

Sageworth Trust Company of South Dakota first reported a position in UHAL in Q4 2021 and held it in 6 quarters. The position peaked at $277K in Q4 2021. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 19 U-Haul Holding Co shares in Q2 2023, an estimated $1.13K.
Sageworth Trust Company of South Dakota first reported a position in U-Haul Holding Co in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's U-Haul Holding Co position peaked at $277K in Q4 2021.
192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.