SGDR
UHAL.B icon

SPX Gestao de Recursos’s U-Haul Holding Co Series N UHAL.B Stock Holding History

SPX Gestao de Recursos’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-101,946
Closed -$5.17M – 130
2023
Q2 		$5.17M Buy
+101,946
New +$5.34M 0.24% 60

Other funds holding UHAL.B

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SPX Gestao de Recursos's UHAL.B Position: Q3 2023 in Review

SPX Gestao de Recursos sold out of U-Haul Holding Co Series N (UHAL.B) in Q3 2023, closing a stake of 101,946 shares — an estimated $5.17M sold.

SPX Gestao de Recursos first reported a position in UHAL.B in Q2 2023 and held it in 1 quarter. The position peaked at $5.17M in Q2 2023. 252 funds tracked by Wall St. Rank hold UHAL.B as of Q3 2023.

  • SPX Gestao de Recursos reported no remaining U-Haul Holding Co Series N position as of Q3 2023 after selling out during the quarter.
  • SPX Gestao de Recursos sold 101,946 U-Haul Holding Co Series N shares in Q3 2023, an estimated $5.17M.
  • SPX Gestao de Recursos first reported a position in U-Haul Holding Co Series N in Q2 2023 and held it in 1 quarter.
  • SPX Gestao de Recursos's U-Haul Holding Co Series N position peaked at $5.17M in Q2 2023.
  • 252 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q3 2023.

Based on SPX Gestao de Recursos's 13F filing for Q3 2023, filed 13 Nov 2023.