Sierra Ocean’s U-Haul Holding Co UHAL Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-21	Closed	-$1.27K	–	908
2025 Q2	$1.27K	Hold	21	–	–	﹤0.01%	844
2025 Q1	$1.37K	Hold	21	–	–	﹤0.01%	846
2024 Q4	$1.45K	Buy	+21	New	+$1.52K	﹤0.01%	841

Other funds holding UHAL

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

SCA

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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

YAM

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

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

ECM

Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sierra Ocean's UHAL Position: Q3 2025 in Review

Sierra Ocean sold out of U-Haul Holding Co (UHAL) in Q3 2025, closing a stake of 21 shares — an estimated $1.27K sold.

Sierra Ocean first reported a position in UHAL in Q4 2024 and held it in 3 quarters. The position peaked at $1.45K in Q4 2024. 209 funds tracked by Wall St. Rank hold UHAL as of Q3 2025.

Sierra Ocean reported no remaining U-Haul Holding Co position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 21 U-Haul Holding Co shares in Q3 2025, an estimated $1.27K.
Sierra Ocean first reported a position in U-Haul Holding Co in Q4 2024 and held it in 3 quarters.
Sierra Ocean's U-Haul Holding Co position peaked at $1.45K in Q4 2024.
209 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.