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Advisor Group’s U-Haul Holding Co UHAL Stock Holding History

Advisor Group’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$156K Buy
4,130
+530
+15% +$20.1K ﹤0.01% 2596
2019
Q3 		$142K Buy
3,600
+140
+4% +$5.17K ﹤0.01% 2613
2019
Q2 		$131K Sell
3,460
-1,220
-26% -$46.5K ﹤0.01% 2648
2019
Q1 		$174K Buy
4,680
+170
+4% +$6.18K ﹤0.01% 2394
2018
Q4 		$147K Buy
4,510
+2,760
+158% +$93.3K ﹤0.01% 2333
2018
Q3 		$62K Sell
1,750
-750
-30% -$27.7K ﹤0.01% 3130
2018
Q2 		$89K Buy
2,500
+1,000
+67% +$34.8K ﹤0.01% 2619
2018
Q1 		$51K Buy
1,500
+350
+30% +$12.4K ﹤0.01% 3051
2017
Q4 		$43K Buy
1,150
+170
+17% +$6.36K ﹤0.01% 3193
2017
Q3 		$36K Sell
980
-110
-10% -$4.11K ﹤0.01% 3173
2017
Q2 		$40K Buy
1,090
+490
+82% +$17.8K ﹤0.01% 2998
2017
Q1 		$23K Buy
600
+240
+67% +$9.02K ﹤0.01% 3291
2016
Q4 		$13K Sell
360
-70
-16% -$2.4K ﹤0.01% 3499
2016
Q3 		$14K Sell
430
-40
-9% -$1.43K ﹤0.01% 3374
2016
Q2 		$17K Buy
+470
New +$17K ﹤0.01% 3171

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Advisor Group's UHAL Position: Q4 2019 in Review

Advisor Group increased its U-Haul Holding Co (UHAL) stake by 15% in Q4 2019, buying an estimated $20.1K and bringing the position to 4,130 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Advisor Group first reported a position in UHAL in Q2 2016 and has held it in 15 quarters since. The position peaked at $174K in Q1 2019. 241 funds tracked by Wall St. Rank hold UHAL as of Q4 2019.

  • Advisor Group held 4,130 shares of U-Haul Holding Co worth $156K as of Q4 2019.
  • Advisor Group bought 530 U-Haul Holding Co shares in Q4 2019, an estimated $20.1K.
  • U-Haul Holding Co made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2596 holding.
  • Advisor Group first reported a position in U-Haul Holding Co in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's U-Haul Holding Co position peaked at $174K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.