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Verus Capital Partners’s U-Haul Holding Co UHAL Stock Holding History

Verus Capital Partners’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
-11,090
Closed -$565K – 292
2022
Q3 		$565K Buy
11,090
+1,230
+12% +$64.4K 0.11% 129
2022
Q2 		$472K Sell
9,860
-970
-9% -$50.2K 0.09% 159
2022
Q1 		$585K Buy
+10,830
New +$668K 0.09% 151
2020
Q1 		$6K Sell
200
-9,690
-98% -$327K ﹤0.01% 1152
2019
Q4 		$372K Buy
+9,890
New +$375K 0.12% 132

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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Verus Capital Partners's UHAL Position: Q4 2022 in Review

Verus Capital Partners sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 11,090 shares — an estimated $565K sold.

Verus Capital Partners first reported a position in UHAL in Q4 2019 and held it in 5 quarters. The position peaked at $585K in Q1 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Verus Capital Partners reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Verus Capital Partners sold 11,090 U-Haul Holding Co shares in Q4 2022, an estimated $565K.
  • Verus Capital Partners first reported a position in U-Haul Holding Co in Q4 2019 and held it in 5 quarters.
  • Verus Capital Partners's U-Haul Holding Co position peaked at $585K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Verus Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.