Wilen Investment Management’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10M | Sell |
198,650
-500
| -0.3% | -$26.2K | 10.23% | 2 |
|
|
2022
Q2 | $9.42M | Buy |
199,150
+3,010
| +2% | +$156K | 8.18% | 3 |
|
|
2022
Q1 | $11.6M | Buy |
196,140
+3,900
| +2% | +$240K | 8.73% | 2 |
|
|
2021
Q4 | $13.8M | Sell |
192,240
-4,950
| -3% | -$356K | 10.51% | 1 |
|
|
2021
Q3 | $12.6M | Sell |
197,190
-1,750
| -0.9% | -$110K | 10.32% | 1 |
|
|
2021
Q2 | $11.5M | Sell |
198,940
-1,680
| -0.8% | -$98.5K | 9.9% | 1 |
|
|
2021
Q1 | $12.1M | Sell |
200,620
-40,330
| -17% | -$2.15M | 10.73% | 1 |
|
|
2020
Q4 | $10.7M | Sell |
240,950
-14,310
| -6% | -$570K | 10.83% | 1 |
|
|
2020
Q3 | $10.1M | Sell |
255,260
-30,690
| -11% | -$1.05M | 10.93% | 1 |
|
|
2020
Q2 | $8.44M | Sell |
285,950
-21,450
| -7% | -$629K | 10.87% | 1 |
|
|
2020
Q1 | $8.85M | Sell |
307,400
-10,400
| -3% | -$351K | 13.26% | 1 |
|
|
2019
Q4 | $11.7M | Sell |
317,800
-26,910
| -8% | -$1.02M | 9.17% | 2 |
|
|
2019
Q3 | $13.3M | Buy |
344,710
+1,650
| +0.5% | +$61K | 10.29% | 1 |
|
|
2019
Q2 | $12.8M | Sell |
343,060
-14,850
| -4% | -$566K | 9.92% | 1 |
|
|
2019
Q1 | $13.1M | Sell |
357,910
-8,900
| -2% | -$323K | 9.93% | 2 |
|
|
2018
Q4 | $11.9M | Sell |
366,810
-1,900
| -0.5% | -$64.2K | 10.31% | 1 |
|
|
2018
Q3 | $12.9M | Sell |
368,710
-5,300
| -1% | -$196K | 8.67% | 2 |
|
|
2018
Q2 | $14M | Sell |
374,010
-9,570
| -2% | -$333K | 8.96% | 1 |
|
|
2018
Q1 | $13M | Buy |
383,580
+270
| +0.1% | +$9.6K | 8.92% | 2 |
|
|
2017
Q4 | $14.3M | Sell |
383,310
-17,150
| -4% | -$641K | 9.35% | 2 |
|
|
2017
Q3 | $14.7M | Sell |
400,460
-11,500
| -3% | -$430K | 8.97% | 1 |
|
|
2017
Q2 | $14.7M | Sell |
411,960
-5,250
| -1% | -$190K | 8.85% | 4 |
|
|
2017
Q1 | $15.6M | Sell |
417,210
-16,500
| -4% | -$620K | 9.37% | 2 |
|
|
2016
Q4 | $15.7M | Sell |
433,710
-2,410
| -0.6% | -$82.6K | 9.74% | 1 |
|
|
2016
Q3 | $13.9M | Sell |
436,120
-18,260
| -4% | -$652K | 9.2% | 1 |
|
|
2016
Q2 | $16.6M | Sell |
454,380
-4,450
| -1% | -$161K | 10.87% | 1 |
|
|
2016
Q1 | $16.1M | Sell |
458,830
-3,500
| -0.8% | -$122K | 11.18% | 1 |
|
|
2015
Q4 | $17.8M | Sell |
462,330
-35,900
| -7% | -$1.45M | 12.86% | 1 |
|
|
2015
Q3 | $19.4M | Sell |
498,230
-34,570
| -6% | -$1.26M | 13.84% | 1 |
|
|
2015
Q2 | $17.1M | Sell |
532,800
-12,360
| -2% | -$404K | 11.47% | 1 |
|
|
2015
Q1 | $17.7M | Sell |
545,160
-13,260
| -2% | -$410K | 12.15% | 1 |
|
|
2014
Q4 | $15.7M | Sell |
558,420
-4,800
| -0.9% | -$130K | 10.33% | 1 |
|
|
2014
Q3 | $14.5M | Hold |
563,220
| – | – | 9.23% | 2 |
|
|
2014
Q2 | $16.1M | Sell |
563,220
-16,000
| -3% | -$423K | 9.44% | 1 |
|
|
2014
Q1 | $13.1M | Buy |
579,220
+1,010
| +0.2% | +$23.4K | 7.65% | 2 |
|
|
2013
Q4 | $13.6M | Sell |
578,210
-12,230
| -2% | -$263K | 8.73% | 2 |
|
|
2013
Q3 | $10.7M | Sell |
590,440
-2,000
| -0.3% | -$34.5K | 7.18% | 4 |
|
|
2013
Q2 | $9.54M | Buy |
+592,440
| New | +$9.84M | 7.02% | 4 |
|
Other funds holding UHAL
YAM
ACM
SCM
Wilen Investment Management's UHAL Position: Q3 2022 in Review
Wilen Investment Management reduced its U-Haul Holding Co (UHAL) stake by 0.25% in Q3 2022, selling an estimated $26.2K and leaving 198,650 shares worth $10M. The position accounts for 10.23% of the portfolio, ranked #2.
Wilen Investment Management first reported a position in UHAL in Q2 2013 and has held it in 38 quarters since. The position peaked at $19.4M in Q3 2015. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.
- Wilen Investment Management held 198,650 shares of U-Haul Holding Co worth $10M as of Q3 2022.
- Wilen Investment Management sold 500 U-Haul Holding Co shares in Q3 2022, an estimated $26.2K.
- U-Haul Holding Co made up 10.23% of Wilen Investment Management's portfolio in Q3 2022, its #2 holding.
- Wilen Investment Management first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 38 quarters since.
- Wilen Investment Management's U-Haul Holding Co position peaked at $19.4M in Q3 2015.
- 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.
Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.