Yorktown Management & Research Company’s U-Haul Holding Co UHAL Stock Holding History

Yorktown Management & Research Company’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
2022 Q4	–	Sell	-5,400	Closed	-$275K	–	217
2022 Q3	$275K	Buy	+5,400	New	+$283K	0.36%	121
2020 Q1	–	Sell	-9,000	Closed	-$338K	–	317
2019 Q4	$338K	Hold	9,000	–	–	0.18%	173
2019 Q3	$351K	Hold	9,000	–	–	0.19%	148
2019 Q2	$341K	Hold	9,000	–	–	0.13%	200
2019 Q1	$334K	Hold	9,000	–	–	0.11%	224
2018 Q4	$295K	Hold	9,000	–	–	0.1%	222
2018 Q3	$321K	Hold	9,000	–	–	0.09%	254
2018 Q2	$321K	Hold	9,000	–	–	0.09%	247
2018 Q1	$311K	Buy	+9,000	New	+$320K	0.09%	255

Other funds holding UHAL

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yorktown Management & Research Company's UHAL Position: Q4 2022 in Review

Yorktown Management & Research Company sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 5,400 shares — an estimated $275K sold.

Yorktown Management & Research Company first reported a position in UHAL in Q1 2018 and held it in 9 quarters. The position peaked at $351K in Q3 2019. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Yorktown Management & Research Company reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 5,400 U-Haul Holding Co shares in Q4 2022, an estimated $275K.
Yorktown Management & Research Company first reported a position in U-Haul Holding Co in Q1 2018 and held it in 9 quarters.
Yorktown Management & Research Company's U-Haul Holding Co position peaked at $351K in Q3 2019.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Yorktown Management & Research Company's 13F filing for Q4 2022, filed 26 Jan 2023.