Smead Value Fund UHAL Holdings History
Smead Value Fund's U-Haul Holding Co Holding Summary
As of 2025-05-31, Smead Value Fund held 39,515.00 shares of U-Haul Holding Co(UHAL), totaling $2.53 Mil. This investment constitutes 0.06% of their stock portfolio, and Smead Value Fund now holds 0.02% of the outstanding U-Haul Holding Co(UHAL) stock.
The initial trade took place in 2020Q3. And since then Smead Value Fund has made 12 purchases of UHAL, at an average price of $50.21, for a total of 1.67 Mil shares. In addition, there have been 6 sales at an average price of $57.63 for 1.63 Mil shares. Based on historical transaction data and UHAL's current price of $63.22, Smead Value Fund's estimated gain on his UHAL holdings is $12.61 Mil, reflecting a 15.05% gain to date.
Smead Value Fund UHAL ($63.22) Holding Chart
Smead Value Fund UHAL ($63.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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