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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