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Ausdal Financial Partners’s U-Haul Holding Co UHAL Stock Holding History

Ausdal Financial Partners’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
Q4 		– Sell
-4,350
Closed -$222K – 483
2022
Q3 		$222K Sell
4,350
-30
-0.7% -$1.57K 0.04% 389
2022
Q2 		$209K Hold
4,380
– – 0.03% 409
2022
Q1 		$261K Sell
4,380
-580
-12% -$35.8K 0.04% 394
2021
Q4 		$360K Hold
4,960
– – 0.05% 344
2021
Q3 		$320K Hold
4,960
– – 0.05% 346
2021
Q2 		$292K Buy
4,960
+80
+2% +$4.69K 0.04% 357
2021
Q1 		$299K Sell
4,880
-770
-14% -$41K 0.05% 336
2020
Q4 		$256K Hold
5,650
– – 0.05% 341
2020
Q3 		$201K Buy
+5,650
New +$192K 0.05% 326
2020
Q1 		– Sell
-6,650
Closed -$247K – 345
2019
Q4 		$247K Hold
6,650
– – 0.07% 271
2019
Q3 		$259K Hold
6,650
– – 0.09% 249
2019
Q2 		$257K Hold
6,650
– – 0.1% 236
2019
Q1 		$247K Sell
6,650
-1,200
-15% -$43.6K 0.1% 224
2018
Q4 		$258K Hold
7,850
– – 0.13% 190
2018
Q3 		$280K Hold
7,850
– – 0.08% 294
2018
Q2 		$280K Hold
7,850
– – 0.09% 291
2018
Q1 		$271K Sell
7,850
-1,800
-19% -$64K 0.09% 267
2017
Q4 		$365K Hold
9,650
– – 0.13% 219
2017
Q3 		$362K Buy
9,650
+70
+0.7% +$2.62K 0.14% 191
2017
Q2 		$351K Hold
9,580
– – 0.15% 187
2017
Q1 		$365K Buy
+9,580
New +$360K 0.16% 164

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ausdal Financial Partners's UHAL Position: Q4 2022 in Review

Ausdal Financial Partners sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 4,350 shares — an estimated $222K sold.

Ausdal Financial Partners first reported a position in UHAL in Q1 2017 and held it in 21 quarters. The position peaked at $365K in Q4 2017. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Ausdal Financial Partners reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 4,350 U-Haul Holding Co shares in Q4 2022, an estimated $222K.
  • Ausdal Financial Partners first reported a position in U-Haul Holding Co in Q1 2017 and held it in 21 quarters.
  • Ausdal Financial Partners's U-Haul Holding Co position peaked at $365K in Q4 2017.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.