UHAL-B
U-Haul Holding Company
U-Haul Holding Company historical holders
total: 6
Ancient Art (Teton Capital) U-Haul Holding Company transactions over time
- Total transactions:
- 4
- New positions:
- 1
- Sold out:
- 1
- Reduced:
- 2
- Held since:
- 2022 Q4
- Held for:
- 5 quarters
- Latest activity:
- 2024 Q1
Quincy Lee has been an institutional investor in U-Haul Holding Company (UHAL-B) since 2022 Q4. According to 2026 Q1 report, Quincy Lee doesn't hold any shares. The fund/company first acquired UHAL-B in 2022 Q4, initially purchasing 293,877 shares. Since the initial investment, Ancient Art (Teton Capital) has made 3 more transactions in this position.
When did Quincy Lee exit their UHAL-B position?
Quincy Lee no longer holds U-Haul Holding Company (UHAL-B). They sold off their entire position in 2024 Q1, closing out an investment that began in 2022 Q4.
When did Quincy Lee first invest in 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, acquiring 293,877 shares in their initial purchase.
What is Quincy Lee's average cost basis for UHAL-B?
Based on historical transaction data, Quincy Lee's estimated cost basis for U-Haul Holding Company (UHAL-B) is approximately $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
UHAL-B transactions history by Ancient Art (Teton Capital)
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.
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.