Schwartz Investment Counsel’s U-Haul Holding Co UHAL Stock Holding History

Schwartz Investment Counsel’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 Q1	–	Sell	-11,800	Closed	-$710K	–	146
2022 Q4	$710K	Sell	11,800 -106,200	-90%	-$6.11M	0.03%	109
2022 Q3	$6.01M	Hold	118,000	–	–	0.31%	68
2022 Q2	$5.64M	Hold	118,000	–	–	0.27%	71
2022 Q1	$7.04M	Hold	118,000	–	–	0.3%	63
2021 Q4	$8.57M	Hold	118,000	–	–	0.33%	55
2021 Q3	$7.62M	Sell	118,000 -92,000	-44%	-$5.77M	0.31%	61
2021 Q2	$12.4M	Hold	210,000	–	–	0.5%	48
2021 Q1	$12.9M	Hold	210,000	–	–	0.56%	43
2020 Q4	$9.53M	Sell	210,000 -5,000	-2%	-$199K	0.43%	50
2020 Q3	$7.65M	Buy	215,000 +50,000	+30%	+$1.7M	0.39%	55
2020 Q2	$4.99M	Buy	165,000 +5,000	+3%	+$147K	0.27%	61
2020 Q1	$4.65M	Sell	160,000 -110,000	-41%	-$3.71M	0.31%	65
2019 Q4	$10.1M	Buy	270,000 +100,000	+59%	+$3.8M	0.48%	56
2019 Q3	$6.63M	Hold	170,000	–	–	0.34%	63
2019 Q2	$6.43M	Hold	170,000	–	–	0.33%	59
2019 Q1	$6.32M	Buy	170,000 +5,000	+3%	+$182K	0.34%	67
2018 Q4	$5.41M	Sell	165,000 -55,000	-25%	-$1.86M	0.33%	69
2018 Q3	$7.85M	Hold	220,000	–	–	0.42%	65
2018 Q2	$7.83M	Sell	220,000 -1,849,000	-89%	-$64.3M	0.45%	66
2018 Q1	$15.7M	Buy	2,069,000 +1,899,000	+1,117%	+$67.5M	0.93%	42
2017 Q4	$6.42M	Hold	170,000	–	–	0.38%	72
2017 Q3	$6.37M	Buy	+170,000	New	+$6.35M	0.4%	71

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Schwartz Investment Counsel's UHAL Position: Q1 2023 in Review

Schwartz Investment Counsel sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 11,800 shares — an estimated $710K sold.

Schwartz Investment Counsel first reported a position in UHAL in Q3 2017 and held it in 22 quarters. The position peaked at $15.7M in Q1 2018. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

Schwartz Investment Counsel reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
Schwartz Investment Counsel sold 11,800 U-Haul Holding Co shares in Q1 2023, an estimated $710K.
Schwartz Investment Counsel first reported a position in U-Haul Holding Co in Q3 2017 and held it in 22 quarters.
Schwartz Investment Counsel's U-Haul Holding Co position peaked at $15.7M in Q1 2018.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Schwartz Investment Counsel's 13F filing for Q1 2023, filed 9 May 2023.