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Zullo Investment Group’s U-Haul Holding Co UHAL Stock Holding History

Zullo Investment 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
Q1 		– Sell
-13
Closed -$782 – 673
2022
Q4 		$782 Sell
13
-117
-90% -$6.73K ﹤0.01% 738
2022
Q3 		$7K Hold
130
– – ﹤0.01% 551
2022
Q2 		$6K Hold
130
– – ﹤0.01% 596
2022
Q1 		$8K Hold
130
– – ﹤0.01% 580
2021
Q4 		$9K Buy
+130
New +$9.36K ﹤0.01% 557

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Zullo Investment Group's UHAL Position: Q1 2023 in Review

Zullo Investment Group sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 13 shares — an estimated $782 sold.

Zullo Investment Group first reported a position in UHAL in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Zullo Investment Group reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 13 U-Haul Holding Co shares in Q1 2023, an estimated $782.
  • Zullo Investment Group first reported a position in U-Haul Holding Co in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's U-Haul Holding Co position peaked at $9K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.