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Ashton Thomas Securities’s U-Haul Holding Co UHAL Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-352
Closed -$27.3K – 1141
2024
Q3 		$27.3K Sell
352
-327
-48% -$22.4K 0.01% 553
2024
Q2 		$40.7K Buy
+679
New +$44.2K 0.01% 257

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Ashton Thomas Securities's UHAL Position: Q4 2024 in Review

Ashton Thomas Securities sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 352 shares — an estimated $27.3K sold.

Ashton Thomas Securities first reported a position in UHAL in Q2 2024 and held it in 2 quarters. The position peaked at $40.7K in Q2 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

  • Ashton Thomas Securities reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 352 U-Haul Holding Co shares in Q4 2024, an estimated $27.3K.
  • Ashton Thomas Securities first reported a position in U-Haul Holding Co in Q2 2024 and held it in 2 quarters.
  • Ashton Thomas Securities's U-Haul Holding Co position peaked at $40.7K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.