Simplex Trading
UHAL icon

Simplex Trading’s U-Haul Holding Co UHAL Stock Holding History

Simplex Trading’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
2022
Q4 		– Sell
-8,000
Closed -$407K – 10485
2022
Q3 		$407K Sell
8,000
-12,000
-60% -$629K ﹤0.01% 3707
2022
Q2 		$956K Hold
20,000
– – ﹤0.01% 2673
2022
Q1 		$1.19M Buy
20,000
+17,000
+567% +$1.05M ﹤0.01% 2702
2021
Q4 		$217K Buy
3,000
+1,000
+50% +$72K ﹤0.01% 5079
2021
Q3 		$118K Hold
2,000
– – ﹤0.01% 6386
2021
Q2 		$117K Buy
2,000
+1,760
+733% +$103K ﹤0.01% 6505
2021
Q1 		$1.47M Buy
240
+200
+500% +$10.6K ﹤0.01% 1958
2020
Q4 		$181K Buy
+40
New +$1.59K ﹤0.01% 4748
2017
Q1 		– Sell
-110
Closed -$67K – 6814
2016
Q4 		$67K Sell
110
-50
-31% -$1.72K ﹤0.01% 1879
2016
Q3 		$4K Buy
160
+70
+78% +$2.5K ﹤0.01% 4521
2016
Q2 		$29K Buy
90
+60
+200% +$2.17K ﹤0.01% 2563
2016
Q1 		$9K Hold
30
– – ﹤0.01% 3604
2015
Q4 		$10K Hold
30
– – ﹤0.01% 3319
2015
Q3 		$3K Buy
+30
New +$1.09K ﹤0.01% 4430

Other funds holding UHAL

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return