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Winton Group’s U-Haul Holding Co UHAL Stock Holding History

Winton Group’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
Q3 		– Sell
-10,518
Closed -$582K – 934
2023
Q2 		$582K Sell
10,518
-14,350
-58% -$842K 0.05% 266
2023
Q1 		$1.48M Sell
24,868
-549
-2% -$34.5K 0.09% 306
2022
Q4 		$1.53M Sell
25,417
-5,393
-18% -$310K 0.1% 282
2022
Q3 		$1.57M Sell
30,810
-6,460
-17% -$338K 0.1% 269
2022
Q2 		$1.78M Buy
37,270
+4,370
+13% +$226K 0.09% 299
2022
Q1 		$1.96M Buy
32,900
+460
+1% +$28.4K 0.1% 256
2021
Q4 		$2.36M Sell
32,440
-32,880
-50% -$2.37M 0.14% 173
2021
Q3 		$4.22M Sell
65,320
-5,330
-8% -$334K 0.24% 67
2021
Q2 		$4.16M Buy
70,650
+4,360
+7% +$256K 0.22% 41
2021
Q1 		$4.06M Sell
66,290
-3,740
-5% -$199K 0.23% 39
2020
Q4 		$3.18M Sell
70,030
-160,700
-70% -$6.4M 0.23% 36
2020
Q3 		$8.21M Buy
230,730
+54,800
+31% +$1.87M 0.27% 34
2020
Q2 		$5.32M Buy
175,930
+56,890
+48% +$1.67M 0.14% 189
2020
Q1 		$3.46M Buy
119,040
+4,920
+4% +$166K 0.09% 391
2019
Q4 		$4.29M Buy
114,120
+13,070
+13% +$496K 0.06% 528
2019
Q3 		$3.94M Buy
101,050
+88,970
+737% +$3.29M 0.05% 378
2019
Q2 		$457K Sell
12,080
-8,930
-43% -$340K 0.01% 713
2019
Q1 		$781K Buy
+21,010
New +$763K 0.02% 415
2018
Q1 		– Sell
-5,850
Closed -$221K – 1166
2017
Q4 		$221K Sell
5,850
-3,500
-37% -$131K 0.01% 650
2017
Q3 		$351K Buy
+9,350
New +$349K 0.01% 595

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
SI
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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winton Group's UHAL Position: Q3 2023 in Review

Winton Group sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 10,518 shares — an estimated $582K sold.

Winton Group first reported a position in UHAL in Q3 2017 and held it in 20 quarters. The position peaked at $8.21M in Q3 2020. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Winton Group reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Winton Group sold 10,518 U-Haul Holding Co shares in Q3 2023, an estimated $582K.
  • Winton Group first reported a position in U-Haul Holding Co in Q3 2017 and held it in 20 quarters.
  • Winton Group's U-Haul Holding Co position peaked at $8.21M in Q3 2020.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Winton Group's 13F filing for Q3 2023, filed 13 Nov 2023.