Zweig-DiMenna Associates’s U-Haul Holding Co UHAL Stock Holding History

Zweig-DiMenna Associates’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 Q2	–	Sell	-30,370	Closed	-$1.81M	–	118
2022 Q1	$1.81M	Sell	30,370 -10,000	-25%	-$616K	0.24%	84
2021 Q4	$2.93M	Buy	40,370 +15,000	+59%	+$1.08M	0.24%	90
2021 Q3	$1.64M	Hold	25,370	–	–	0.11%	127
2021 Q2	$1.5M	Buy	+25,370	New	+$1.49M	0.09%	146
2020 Q2	–	Sell	-43,090	Closed	-$1.25M	–	126
2020 Q1	$1.25M	Sell	43,090 -125,000	-74%	-$4.22M	0.17%	58
2019 Q4	$6.32M	Buy	+168,090	New	+$6.38M	0.63%	60

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Zweig-DiMenna Associates's UHAL Position: Q2 2022 in Review

Zweig-DiMenna Associates sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 30,370 shares — an estimated $1.81M sold.

Zweig-DiMenna Associates first reported a position in UHAL in Q4 2019 and held it in 6 quarters. The position peaked at $6.32M in Q4 2019. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

Zweig-DiMenna Associates reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
Zweig-DiMenna Associates sold 30,370 U-Haul Holding Co shares in Q2 2022, an estimated $1.81M.
Zweig-DiMenna Associates first reported a position in U-Haul Holding Co in Q4 2019 and held it in 6 quarters.
Zweig-DiMenna Associates's U-Haul Holding Co position peaked at $6.32M in Q4 2019.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2022, filed 28 Jul 2022.