Wolverine Trading
UHAL icon

Wolverine Trading’s U-Haul Holding Co UHAL Stock Holding History

Wolverine Trading’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
-9,900
Closed -$584K – 4972
2023
Q1 		$584K Buy
9,900
+800
+9% +$50.3K ﹤0.01% 2363
2022
Q4 		$548K Buy
+9,100
New +$523K ﹤0.01% 2257
2022
Q3 		– Sell
-7,000
Closed -$332K – 5380
2022
Q2 		$332K Sell
7,000
-1,000
-13% -$51.7K ﹤0.01% 2970
2022
Q1 		$484K Buy
+8,000
New +$493K ﹤0.01% 3272
2021
Q1 		– Sell
-5,000
Closed -$227K – 6425
2020
Q4 		$227K Buy
+5,000
New +$199K ﹤0.01% 4077
2017
Q1 		– Sell
-9,000
Closed -$333K – 5026
2016
Q4 		$333K Sell
9,000
-2,000
-18% -$68.6K ﹤0.01% 3139
2016
Q3 		$355K Buy
+11,000
New +$393K ﹤0.01% 3004

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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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

Wolverine Trading's UHAL Position: Q2 2023 in Review

Wolverine Trading sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 5,490 shares — an estimated $324K sold.

Wolverine Trading first reported a position in UHAL in Q4 2016 and held it in 4 quarters. The position peaked at $352K in Q4 2016. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Wolverine Trading reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Wolverine Trading sold 5,490 U-Haul Holding Co shares in Q2 2023, an estimated $324K.
  • Wolverine Trading first reported a position in U-Haul Holding Co in Q4 2016 and held it in 4 quarters.
  • Wolverine Trading's U-Haul Holding Co position peaked at $352K in Q4 2016.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Wolverine Trading's 13F filing for Q2 2023, filed 23 Aug 2023.