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User

Quincy Lee

Ancient Art (Teton Capital)

Quincy Lee U-Haul Holding Company stake

total: 149

Ancient Art (Teton Capital) UHAL-B trades

Total transactions:
4
New positions:
1
Sold out:
1
Reduced:
2
Held since:
2022 Q4
Held for:
5 quarters
Latest activity:
2024 Q1
According to 2026 Q2 report, Quincy Lee doesn't hold any U-Haul Holding Company (UHAL-B) shares. To date, the estimated cost basis is nearly $54.98 for "buy" trades and estimated average "sell" price is $52.49. Ancient Art (Teton Capital) first purchased UHAL-B in 2022 Q4, initially acquiring 293,877 shares. Since the initial investment in U-Haul Holding Company (UHAL-B), Ancient Art (Teton Capital) has made 3 more transactions.

When did Quincy Lee sell U-Haul Holding Company (UHAL-B)?

Quincy Lee sold off the entire U-Haul Holding Company (UHAL-B) position in 2024 Q1.

When did Quincy Lee buy U-Haul Holding Company (UHAL-B)?

Quincy Lee first invested in U-Haul Holding Company (UHAL-B) in 2022 Q4 at the reported quarter-end price of $54.98 per share.

What's the cost basis of Ancient Art (Teton Capital)'s UHAL-B stake?

The estimated cost basis for U-Haul Holding Company (UHAL-B) stake is around $54.98 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$54.98
Weighted AVG sell price:
$52.49

Quincy Lee's historical trades in U-Haul Holding Company

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q1
0.00%
0
$70.44
-100% (-8,938)
-0.1%
2023 Q3
0.10%
8,938
$52.39
$468,262
-82.56% (-42,311)
-0.47%
2023 Q1
0.58%
51,249
$51.85
$2,657,261
-82.56% (-242,628)
-2.66%
2022 Q4
3.42%
293,877
$54.98
$16,157,357
new
+3.42%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.