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Sherbrooke Park Advisers’s U-Haul Holding Co UHAL Stock Holding History

Sherbrooke Park Advisers’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
-22,147
Closed -$1.33M – 320
2022
Q4 		$1.33M Buy
+22,147
New +$1.27M 0.98% 9

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

Sherbrooke Park Advisers's UHAL Position: Q1 2023 in Review

Sherbrooke Park Advisers sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 22,147 shares — an estimated $1.33M sold.

Sherbrooke Park Advisers first reported a position in UHAL in Q4 2022 and held it in 1 quarter. The position peaked at $1.33M in Q4 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Sherbrooke Park Advisers reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 22,147 U-Haul Holding Co shares in Q1 2023, an estimated $1.33M.
  • Sherbrooke Park Advisers first reported a position in U-Haul Holding Co in Q4 2022 and held it in 1 quarter.
  • Sherbrooke Park Advisers's U-Haul Holding Co position peaked at $1.33M in Q4 2022.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2023, filed 15 May 2023.