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ALPS Advisors’s U-Haul Holding Co UHAL Stock Holding History

ALPS Advisors’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
2022
Q1 		– Sell
-5,580
Closed -$405K – 967
2021
Q4 		$405K Buy
5,580
+70
+1% +$5.04K ﹤0.01% 644
2021
Q3 		$356K Buy
+5,510
New +$345K ﹤0.01% 698
2016
Q1 		– Sell
-12,150
Closed -$473K – 756
2015
Q4 		$473K Sell
12,150
-1,000
-8% -$40.4K ﹤0.01% 504
2015
Q3 		$517K Sell
13,150
-3,140
-19% -$114K 0.01% 311
2015
Q2 		$533K Buy
16,290
+260
+2% +$8.5K ﹤0.01% 434
2015
Q1 		$530K Sell
16,030
-3,580
-18% -$111K ﹤0.01% 388
2014
Q4 		$557K Sell
19,610
-2,680
-12% -$72.6K ﹤0.01% 368
2014
Q3 		$584K Sell
22,290
-2,050
-8% -$56.7K ﹤0.01% 361
2014
Q2 		$708K Buy
24,340
+680
+3% +$18K 0.01% 202
2014
Q1 		$549K Sell
23,660
-2,380
-9% -$55K 0.01% 509
2013
Q4 		$580K Buy
26,040
+12,600
+94% +$271K 0.01% 228
2013
Q3 		$247K Buy
+13,440
New +$232K ﹤0.01% 488

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

ALPS Advisors's UHAL Position: Q1 2022 in Review

ALPS Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 5,580 shares — an estimated $405K sold.

ALPS Advisors first reported a position in UHAL in Q3 2013 and held it in 12 quarters. The position peaked at $708K in Q2 2014. 307 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

  • ALPS Advisors reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
  • ALPS Advisors sold 5,580 U-Haul Holding Co shares in Q1 2022, an estimated $405K.
  • ALPS Advisors first reported a position in U-Haul Holding Co in Q3 2013 and held it in 12 quarters.
  • ALPS Advisors's U-Haul Holding Co position peaked at $708K in Q2 2014.
  • 307 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on ALPS Advisors's 13F filing for Q1 2022, filed 16 May 2022.