Smead Value Fund UHAL.B Holdings History

Number of Shares
2.11 Mil
Current Holdings Value*
$129.63 Mil
% of Portfolio
2.43%
Total Estimate Gain
$-9.86 Mil
% of Total Estimate Gain
-7.74%

Smead Value Fund's U-Haul Holding Co Holding Summary

As of 2025-02-28, Smead Value Fund held 2.11 Mil shares of U-Haul Holding Co(UHAL.B), totaling $129.63 Mil. This investment constitutes 2.43% of their stock portfolio, and Smead Value Fund now holds 1.12% of the outstanding U-Haul Holding Co(UHAL.B) stock.

The initial trade took place in 2022Q4. And since then Smead Value Fund has made 8 purchases of UHAL.B, at an average price of $58.62, for a total of 2.17 Mil shares. In addition, there have been 1 sales at an average price of $51.58 for 65,683.00 shares. Based on historical transaction data and UHAL.B's current price of $54.16, Smead Value Fund's estimated gain on his UHAL.B holdings is $-9.86 Mil, reflecting a -7.74% gain to date.

Smead Value Fund UHAL.B ($54.16) Holding Chart

Smead Value Fund UHAL.B ($54.16) 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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