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Scopia Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Scopia Capital Management’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
2021
Q2 		– Sell
-268,710
Closed -$16.5M – 17
2021
Q1 		$16.5M Buy
+268,710
New +$14.3M 2.04% 13

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Scopia Capital Management's UHAL Position: Q2 2021 in Review

Scopia Capital Management sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 268,710 shares — an estimated $16.5M sold.

Scopia Capital Management first reported a position in UHAL in Q1 2021 and held it in 1 quarter. The position peaked at $16.5M in Q1 2021. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

  • Scopia Capital Management reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
  • Scopia Capital Management sold 268,710 U-Haul Holding Co shares in Q2 2021, an estimated $16.5M.
  • Scopia Capital Management first reported a position in U-Haul Holding Co in Q1 2021 and held it in 1 quarter.
  • Scopia Capital Management's U-Haul Holding Co position peaked at $16.5M in Q1 2021.
  • 281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Scopia Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.