Schubert & Co’s U-Haul Holding Co UHAL Stock Holding History

Schubert & Co’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	-15	Closed	-$895	–	1433
2023 Q1	$895	Sell	15 -2	-12%	-$126	﹤0.01%	1235
2022 Q4	$1.02K	Sell	17 -133	-89%	-$7.65K	﹤0.01%	1170
2022 Q3	$8K	Buy	150 +50	+50%	+$2.62K	0.01%	249
2022 Q2	$5K	Buy	100 +40	+67%	+$2.07K	﹤0.01%	392
2022 Q1	$4K	Buy	60 +10	+20%	+$616	﹤0.01%	231
2021 Q4	$4K	Buy	+50	New	+$3.6K	﹤0.01%	185

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Schubert & Co's UHAL Position: Q2 2023 in Review

Schubert & Co sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 15 shares — an estimated $895 sold.

Schubert & Co first reported a position in UHAL in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q3 2022. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

Schubert & Co reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 15 U-Haul Holding Co shares in Q2 2023, an estimated $895.
Schubert & Co first reported a position in U-Haul Holding Co in Q4 2021 and held it in 6 quarters.
Schubert & Co's U-Haul Holding Co position peaked at $8K in Q3 2022.
192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.