UHAL
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:
- 14
- New positions:
- 2
- Sold out:
- 2
- Added:
- 3
- Reduced:
- 7
- Held since:
- 2022 Q3
- Held for:
- 2 quarters
- Latest activity:
- 2023 Q1
Quincy Lee has been an institutional investor in U-Haul Holding Company (UHAL) since 2015 Q1. According to 2026 Q2 report, Quincy Lee doesn't hold any shares. The fund/company first acquired UHAL in 2015 Q1, initially purchasing 449,870 shares. Quincy Lee later completely sold out the position and reinvested in UHAL again in 2022 Q3. Since the initial investment, Ancient Art (Teton Capital) has made 13 more transactions in this position.
When did Quincy Lee exit their UHAL position?
Quincy Lee no longer holds U-Haul Holding Company (UHAL). They sold off their entire position in 2023 Q1, closing out an investment that began in 2015 Q1.
When did Quincy Lee first invest in UHAL?
Quincy Lee first invested in U-Haul Holding Company (UHAL) in 2015 Q1 at the reported quarter-end price of $33.04 per share, acquiring 449,870 shares in their initial purchase.
What is Quincy Lee's average cost basis for UHAL?
Based on historical transaction data, Quincy Lee's estimated cost basis for U-Haul Holding Company (UHAL) is approximately $50.92 per share. This represents their average reported price* across all buy transactions.
Has Quincy Lee reinvested in UHAL after selling?
Yes, Quincy Lee has shown renewed interest in U-Haul Holding Company (UHAL). After completely selling their position, they reinitiated an investment in 2022 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $50.92
- Weighted AVG sell price:
- $60.19
UHAL transactions history by Ancient Art (Teton Capital)
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2023 Q1
|
0.00%
|
0
|
$60.19
|
|
-100% (-32,653)
|
-0.42%
|
|
2022 Q4
|
0.42%
|
32,653
|
$60.19
|
$1,965,384
|
-90.00% (-293,877)
|
-3.3%
|
|
2022 Q3
|
3.10%
|
326,530
|
$50.92
|
$16,628,000
|
new
|
+3.1%
|
|
2018 Q3
|
0.00%
|
$35.62
|
-100% (-134,990)
|
|||
|
2018 Q2
|
0.90%
|
$35.62
|
-63.96% (-239,550)
|
|||
|
2017 Q4
|
2.75%
|
$37.79
|
-58.34% (-524,600)
|
|||
|
2017 Q3
|
6.32%
|
$37.49
|
-3.22% (-29,960)
|
|||
|
2017 Q2
|
5.85%
|
$36.61
|
-0.25% (-2,310)
|
|||
|
2017 Q1
|
6.13%
|
$38.12
|
-37.36% (-555,460)
|
|||
|
2016 Q1
|
10.37%
|
$35.73
|
+50.33% (+497,770)
|
|||
|
2015 Q4
|
7.03%
|
$38.95
|
-15.99% (-188,310)
|
|||
|
2015 Q3
|
7.86%
|
$39.35
|
+5.88% (+65,420)
|
|||
|
2015 Q2
|
8.26%
|
$32.69
|
+147.18% (+662,120)
|
|||
|
2015 Q1
|
4.21%
|
$33.04
|
new
|
|||
* 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.