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Avior Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Avior Wealth Management’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
-70
Closed -$5.42K – 2539
2024
Q3 		$5.42K Buy
+70
New +$4.79K ﹤0.01% 1755
2024
Q2 		– Sell
-6
Closed -$405 – 3651
2024
Q1 		$405 Buy
+6
New +$397 ﹤0.01% 2627

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

Avior Wealth Management's UHAL Position: Q4 2024 in Review

Avior Wealth Management sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 70 shares — an estimated $5.42K sold.

Avior Wealth Management first reported a position in UHAL in Q1 2024 and held it in 2 quarters. The position peaked at $5.42K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

  • Avior Wealth Management reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 70 U-Haul Holding Co shares in Q4 2024, an estimated $5.42K.
  • Avior Wealth Management first reported a position in U-Haul Holding Co in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's U-Haul Holding Co position peaked at $5.42K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.