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
-11,000
Closed -$560K – 10486
2022
Q3 		$560K Buy
11,000
+7,000
+175% +$367K ﹤0.01% 3343
2022
Q2 		$191K Buy
4,000
+2,000
+100% +$103K ﹤0.01% 4671
2022
Q1 		$119K Sell
2,000
-14,000
-88% -$863K ﹤0.01% 5909
2021
Q4 		$1.16M Sell
16,000
-25,000
-61% -$1.8M ﹤0.01% 2672
2021
Q3 		$2.43M Hold
41,000
– – ﹤0.01% 1918
2021
Q2 		$2.42M Buy
+41,000
New +$2.4M ﹤0.01% 1919
2021
Q1 		– Sell
-40
Closed -$181K – 10088
2020
Q4 		$181K Buy
+40
New +$1.59K ﹤0.01% 4749
2017
Q1 		– Sell
-210
Closed -$1K – 6815
2016
Q4 		$1K Buy
210
+180
+600% +$6.17K ﹤0.01% 5527
2016
Q3 		$5K Sell
30
-20
-40% -$714 ﹤0.01% 4325
2016
Q2 		$1K Sell
50
-20
-29% -$723 ﹤0.01% 5462
2016
Q1 		$16K Buy
70
+20
+40% +$696 ﹤0.01% 3016
2015
Q4 		$6K Buy
+50
New +$2.02K ﹤0.01% 3773

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