SAG
UHAL icon

Spotlight Asset Group’s U-Haul Holding Co UHAL Stock Holding History

Spotlight Asset Group’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
2024
Q2 		$3.15K Hold
51
– – ﹤0.01% 230
2024
Q1 		$3.44K Buy
+51
New +$3.37K ﹤0.01% 230

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spotlight Asset Group's UHAL Position: Q2 2024 in Review

Spotlight Asset Group held its U-Haul Holding Co (UHAL) position steady in Q2 2024 at 51 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Spotlight Asset Group first reported a position in UHAL in Q1 2024 and has held it in 2 quarters since. The position peaked at $3.44K in Q1 2024. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

  • Spotlight Asset Group held 51 shares of U-Haul Holding Co worth $3.15K as of Q2 2024.
  • Spotlight Asset Group left its U-Haul Holding Co share count unchanged in Q2 2024.
  • U-Haul Holding Co made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #230 holding.
  • Spotlight Asset Group first reported a position in U-Haul Holding Co in Q1 2024 and has held it in 2 quarters since.
  • Spotlight Asset Group's U-Haul Holding Co position peaked at $3.44K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.