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Sageworth Trust’s U-Haul Holding Co UHAL Stock Holding History

Sageworth Trust’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
-29
Closed -$1.73K – 418
2023
Q1 		$1.73K Hold
29
– – ﹤0.01% 453
2022
Q4 		$2K Sell
29
-261
-90% -$15K ﹤0.01% 376
2022
Q3 		$15K Hold
290
– – ﹤0.01% 180
2022
Q2 		$14K Hold
290
– – ﹤0.01% 209
2022
Q1 		$17K Sell
290
-880
-75% -$54.2K ﹤0.01% 154
2021
Q4 		$85K Sell
1,170
-3,930
-77% -$283K 0.01% 88
2021
Q3 		$329K Hold
5,100
– – 0.03% 71
2021
Q2 		$301K Buy
+5,100
New +$299K 0.02% 91

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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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

Sageworth Trust's UHAL Position: Q2 2023 in Review

Sageworth Trust sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 29 shares — an estimated $1.73K sold.

Sageworth Trust first reported a position in UHAL in Q2 2021 and held it in 8 quarters. The position peaked at $329K in Q3 2021. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Sageworth Trust reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 29 U-Haul Holding Co shares in Q2 2023, an estimated $1.73K.
  • Sageworth Trust first reported a position in U-Haul Holding Co in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's U-Haul Holding Co position peaked at $329K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.