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Solstein Capital’s U-Haul Holding Co UHAL Stock Holding History

Solstein Capital’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
Q3 		– Sell
-2,290
Closed -$110K – 343
2022
Q2 		$110K Hold
2,290
– – 0.08% 125
2022
Q1 		$137K Sell
2,290
-400
-15% -$24.7K 0.09% 135
2021
Q4 		$195K Sell
2,690
-140
-5% -$10.1K 0.12% 127
2021
Q3 		$183K Buy
+2,830
New +$177K 0.11% 138

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Solstein Capital's UHAL Position: Q3 2022 in Review

Solstein Capital sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 2,290 shares — an estimated $110K sold.

Solstein Capital first reported a position in UHAL in Q3 2021 and held it in 4 quarters. The position peaked at $195K in Q4 2021. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

  • Solstein Capital reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
  • Solstein Capital sold 2,290 U-Haul Holding Co shares in Q3 2022, an estimated $110K.
  • Solstein Capital first reported a position in U-Haul Holding Co in Q3 2021 and held it in 4 quarters.
  • Solstein Capital's U-Haul Holding Co position peaked at $195K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Solstein Capital's 13F filing for Q3 2022, filed 1 Nov 2022.