Sanctuary Advisors’s U-Haul Holding Co UHAL Stock Holding History

Sanctuary Advisors’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 Q3	–	Sell	-7,660	Closed	-$497K	–	2663
2024 Q2	$497K	Buy	+7,660	New	+$499K	﹤0.01%	1643

Other funds holding UHAL

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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

SCM

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Sanctuary Advisors's UHAL Position: Q3 2024 in Review

Sanctuary Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 7,660 shares — an estimated $497K sold.

Sanctuary Advisors first reported a position in UHAL in Q2 2024 and held it in 1 quarter. The position peaked at $497K in Q2 2024. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

Sanctuary Advisors reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
Sanctuary Advisors sold 7,660 U-Haul Holding Co shares in Q3 2024, an estimated $497K.
Sanctuary Advisors first reported a position in U-Haul Holding Co in Q2 2024 and held it in 1 quarter.
Sanctuary Advisors's U-Haul Holding Co position peaked at $497K in Q2 2024.
200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.