Arkadios Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Arkadios Wealth 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	-3,450	Closed	-$251K	–	633
2021 Q4	$251K	Buy	3,450 +990	+40%	+$71.3K	0.03%	485
2021 Q3	$159K	Buy	2,460 +1,390	+130%	+$87.1K	0.02%	567
2021 Q2	$63K	Buy	1,070 +990	+1,238%	+$58K	0.01%	853
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	1431
2020 Q4	$3K	Sell	80 -820	-91%	-$32.7K	﹤0.01%	1222
2020 Q3	$32.3K	Sell	900 -20	-2%	-$681	0.02%	495
2020 Q2	$27.9K	Buy	920 +620	+207%	+$18.2K	0.02%	481
2020 Q1	$8.72K	Hold	300	–	–	0.01%	668
2019 Q4	$10.4K	Buy	+300	New	+$11.4K	0.01%	585

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Arkadios Wealth Advisors's UHAL Position: Q1 2022 in Review

Arkadios Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 3,450 shares — an estimated $251K sold.

Arkadios Wealth Advisors first reported a position in UHAL in Q4 2019 and held it in 9 quarters. The position peaked at $251K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Arkadios Wealth Advisors reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,450 U-Haul Holding Co shares in Q1 2022, an estimated $251K.
Arkadios Wealth Advisors first reported a position in U-Haul Holding Co in Q4 2019 and held it in 9 quarters.
Arkadios Wealth Advisors's U-Haul Holding Co position peaked at $251K in Q4 2021.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.