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Watchtower Advisors’s U-Haul Holding Co UHAL Stock Holding History

Watchtower Advisors’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
2023
Q2 		– Sell
-7,930
Closed -$473K – 18
2023
Q1 		$473K Buy
+7,930
New +$499K 0.31% 13

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 $8.09B AUM 19.03% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Watchtower Advisors's UHAL Position: Q2 2023 in Review

Watchtower Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 7,930 shares — an estimated $473K sold.

Watchtower Advisors first reported a position in UHAL in Q1 2023 and held it in 1 quarter. The position peaked at $473K in Q1 2023. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Watchtower Advisors reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Watchtower Advisors sold 7,930 U-Haul Holding Co shares in Q2 2023, an estimated $473K.
  • Watchtower Advisors first reported a position in U-Haul Holding Co in Q1 2023 and held it in 1 quarter.
  • Watchtower Advisors's U-Haul Holding Co position peaked at $473K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Watchtower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.