Winmill & Co’s U-Haul Holding Co UHAL Stock Holding History

Winmill & Co’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
2024 Q2	–	Sell	-15,300	Closed	-$1.03M	–	66
2024 Q1	$1.03M	Sell	15,300 -630	-4%	-$41.6K	0.29%	42
2023 Q4	$1.14M	Hold	15,930	–	–	0.37%	44
2023 Q3	$869K	Hold	15,930	–	–	0.32%	47
2023 Q2	$881K	Hold	15,930	–	–	0.32%	49
2023 Q1	$950K	Hold	15,930	–	–	0.35%	48
2022 Q4	$959K	Sell	15,930 -143,370	-90%	-$8.25M	0.35%	50
2022 Q3	$8.11M	Hold	159,300	–	–	3.21%	9
2022 Q2	$7.62M	Buy	159,300 +44,300	+39%	+$2.29M	2.76%	10
2022 Q1	$6.86M	Hold	115,000	–	–	2.09%	16
2021 Q4	$8.35M	Hold	115,000	–	–	2.41%	10
2021 Q3	$7.43M	Hold	115,000	–	–	2.38%	12
2021 Q2	$6.78M	Hold	115,000	–	–	2.44%	10
2021 Q1	$7.04M	Buy	115,000 +7,000	+6%	+$372K	2.6%	10
2020 Q4	$4.9M	Hold	108,000	–	–	1.93%	16
2020 Q3	$3.85M	Sell	108,000 -5,000	-4%	-$170K	1.58%	23
2020 Q2	$3.42M	Hold	113,000	–	–	1.37%	26
2020 Q1	$3.28M	Hold	113,000	–	–	1.79%	13
2019 Q4	$4.25M	Buy	113,000 +30,000	+36%	+$1.14M	1.45%	16
2019 Q3	$3.24M	Buy	+83,000	New	+$3.07M	1.38%	21

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winmill & Co's UHAL Position: Q2 2024 in Review

Winmill & Co sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 15,300 shares — an estimated $1.03M sold.

Winmill & Co first reported a position in UHAL in Q3 2019 and held it in 19 quarters. The position peaked at $8.35M in Q4 2021. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

Winmill & Co reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
Winmill & Co sold 15,300 U-Haul Holding Co shares in Q2 2024, an estimated $1.03M.
Winmill & Co first reported a position in U-Haul Holding Co in Q3 2019 and held it in 19 quarters.
Winmill & Co's U-Haul Holding Co position peaked at $8.35M in Q4 2021.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Winmill & Co's 13F filing for Q2 2024, filed 13 Aug 2024.