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Zeke Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Zeke Capital Advisors’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
-13,060
Closed -$665K – 544
2022
Q3 		$665K Sell
13,060
-1,600
-11% -$83.8K 0.05% 168
2022
Q2 		$701K Buy
14,660
+7,380
+101% +$382K 0.05% 168
2022
Q1 		$435K Buy
7,280
+1,170
+19% +$72.1K 0.02% 260
2021
Q4 		$444K Sell
6,110
-2,230
-27% -$161K 0.03% 166
2021
Q3 		$539K Sell
8,340
-2,300
-22% -$144K 0.03% 138
2021
Q2 		$627K Hold
10,640
– – 0.04% 125
2021
Q1 		$652K Buy
10,640
+800
+8% +$42.6K 0.05% 115
2020
Q4 		$447K Sell
9,840
-2,810
-22% -$112K 0.04% 136
2020
Q3 		$450K Sell
12,650
-600
-5% -$20.4K 0.05% 118
2020
Q2 		$400K Hold
13,250
– – 0.08% 115
2020
Q1 		$385K Sell
13,250
-64,410
-83% -$2.18M 0.11% 113
2019
Q4 		$2.92M Sell
77,660
-140
-0.2% -$5.31K 0.24% 80
2019
Q3 		$3.04M Hold
77,800
– – 0.27% 77
2019
Q2 		$2.94M Buy
77,800
+1,600
+2% +$61K 0.28% 76
2019
Q1 		$2.83M Buy
76,200
+38,230
+101% +$1.39M 0.26% 78
2018
Q4 		$1.25M Buy
+37,970
New +$1.28M 0.12% 157

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zeke Capital Advisors's UHAL Position: Q4 2022 in Review

Zeke Capital Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 13,060 shares — an estimated $665K sold.

Zeke Capital Advisors first reported a position in UHAL in Q4 2018 and held it in 16 quarters. The position peaked at $3.04M in Q3 2019. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Zeke Capital Advisors reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 13,060 U-Haul Holding Co shares in Q4 2022, an estimated $665K.
  • Zeke Capital Advisors first reported a position in U-Haul Holding Co in Q4 2018 and held it in 16 quarters.
  • Zeke Capital Advisors's U-Haul Holding Co position peaked at $3.04M in Q3 2019.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.