Smead Value Fund UHAL.B Holdings History

Number of Shares
1.87 Mil
Current Holdings Value*
$119.18 Mil
% of Portfolio
2.29%
Total Estimate Gain
$15.56 Mil
% of Total Estimate Gain
13.83%

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

As of 2024-02-29, Smead Value Fund held 1.87 Mil shares of U-Haul Holding Co(UHAL.B), totaling $119.18 Mil. This investment constitutes 2.29% of their stock portfolio, and Smead Value Fund now holds 0.96% 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 5 purchases of UHAL.B, at an average price of $58.00, for a total of 1.94 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 $66.53, Smead Value Fund's estimated gain on his UHAL.B holdings is $15.56 Mil, reflecting a 13.83% gain to date.

Smead Value Fund UHAL.B ($66.53) Holding Chart

Smead Value Fund UHAL.B ($66.53) 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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