Smead Value Fund UHAL Holdings History
Number of Shares
482,042.00
Current Holdings Value*
$31.03 Mil
% of Portfolio
0.6%
Total Estimate Gain
$11.93 Mil
% of Total Estimate Gain
14.26%
Smead Value Fund's U-Haul Holding Co Holding Summary
As of 2024-02-29, Smead Value Fund held 482,042.00 shares of U-Haul Holding Co(UHAL), totaling $31.03 Mil. This investment constitutes 0.6% of their stock portfolio, and Smead Value Fund now holds 0.25% of the outstanding U-Haul Holding Co(UHAL) stock.
The initial trade took place in 2020Q3. And since then Smead Value Fund has made 11 purchases of UHAL, at an average price of $50.18, for a total of 1.67 Mil shares. In addition, there have been 3 sales at an average price of $54.25 for 1.18 Mil shares. Based on historical transaction data and UHAL's current price of $64.92, Smead Value Fund's estimated gain on his UHAL holdings is $11.93 Mil, reflecting a 14.26% gain to date.
Smead Value Fund UHAL ($64.92) Holding Chart
Smead Value Fund UHAL ($64.92) 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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