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Vision Capital Management’s U-Haul Holding Co UHAL Stock Holding History

Vision Capital Management’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
2025
Q1 		– Sell
-24,698
Closed -$1.71M – 143
2024
Q4 		$1.71M Sell
24,698
-727
-3% -$52.7K 0.25% 64
2024
Q3 		$1.97M Buy
25,425
+759
+3% +$51.9K 0.28% 61
2024
Q2 		$1.52M Sell
24,666
-236
-0.9% -$15.4K 0.23% 65
2024
Q1 		$1.68M Sell
24,902
-75
-0.3% -$4.96K 0.25% 69
2023
Q4 		$1.79M Buy
24,977
+36
+0.1% +$2.04K 0.28% 64
2023
Q3 		$1.36M Buy
24,941
+495
+2% +$28.8K 0.25% 67
2023
Q2 		$1.35M Buy
24,446
+207
+0.9% +$12.1K 0.23% 68
2023
Q1 		$1.45M Sell
24,239
-142
-0.6% -$8.94K 0.26% 66
2022
Q4 		$1.47M Sell
24,381
-137,329
-85% -$7.9M 0.28% 64
2022
Q3 		$8.23M Buy
161,710
+30,540
+23% +$1.6M 1.7% 16
2022
Q2 		$6.27M Buy
131,170
+32,060
+32% +$1.66M 1.18% 30
2022
Q1 		$5.92M Buy
99,110
+5,030
+5% +$310K 0.97% 33
2021
Q4 		$6.83M Buy
94,080
+1,280
+1% +$92.1K 1.02% 34
2021
Q3 		$6M Sell
92,800
-420
-0.5% -$26.3K 0.98% 35
2021
Q2 		$5.49M Buy
93,220
+1,400
+2% +$82.1K 0.91% 35
2021
Q1 		$5.63M Sell
91,820
-4,660
-5% -$248K 1% 33
2020
Q4 		$4.38M Sell
96,480
-3,360
-3% -$134K 0.81% 35
2020
Q3 		$3.55M Sell
99,840
-3,880
-4% -$132K 0.75% 35
2020
Q2 		$3.13M Sell
103,720
-2,450
-2% -$71.8K 0.72% 38
2020
Q1 		$3.08M Buy
106,170
+1,690
+2% +$57.1K 0.82% 33
2019
Q4 		$3.93M Sell
104,480
-3,680
-3% -$140K 0.92% 33
2019
Q3 		$4.22M Buy
108,160
+19,360
+22% +$715K 1.1% 33
2019
Q2 		$3.36M Sell
88,800
-10
-0% -$381 0.88% 37
2019
Q1 		$3.3M Buy
88,810
+1,210
+1% +$44K 0.92% 35
2018
Q4 		$2.87M Buy
87,600
+21,130
+32% +$714K 0.91% 37
2018
Q3 		$2.37M Buy
66,470
+400
+0.6% +$14.8K 0.64% 50
2018
Q2 		$2.35M Buy
66,070
+22,460
+52% +$781K 0.69% 48
2018
Q1 		$1.5M Sell
43,610
-1,260
-3% -$44.8K 0.44% 56
2017
Q4 		$1.7M Sell
44,870
-2,310
-5% -$86.4K 0.49% 48
2017
Q3 		$1.77M Sell
47,180
-970
-2% -$36.2K 0.56% 49
2017
Q2 		$1.76M Buy
+48,150
New +$1.75M 0.6% 45

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Vision Capital Management's UHAL Position: Q1 2025 in Review

Vision Capital Management sold out of U-Haul Holding Co (UHAL) in Q1 2025, closing a stake of 24,698 shares — an estimated $1.71M sold.

Vision Capital Management first reported a position in UHAL in Q2 2017 and held it in 31 quarters. The position peaked at $8.23M in Q3 2022. 212 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

  • Vision Capital Management reported no remaining U-Haul Holding Co position as of Q1 2025 after selling out during the quarter.
  • Vision Capital Management sold 24,698 U-Haul Holding Co shares in Q1 2025, an estimated $1.71M.
  • Vision Capital Management first reported a position in U-Haul Holding Co in Q2 2017 and held it in 31 quarters.
  • Vision Capital Management's U-Haul Holding Co position peaked at $8.23M in Q3 2022.
  • 212 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on Vision Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.