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B. Riley Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-6,132
Closed -$335K – 1600
2024
Q1 		$335K Buy
6,132
+59
+1% +$3.9K 0.01% 991
2023
Q4 		$436K Sell
6,073
-59
-1% -$3.35K 0.01% 883
2023
Q3 		$335K Sell
6,132
-100
-2% -$5.81K 0.01% 991
2023
Q2 		$345K Sell
6,232
-100
-2% -$5.87K 0.01% 1044
2023
Q1 		$378K Buy
6,332
+370
+6% +$23.3K 0.01% 941
2022
Q4 		$359K Sell
5,962
-32,028
-84% -$1.84M 0.01% 949
2022
Q3 		$1.94M Sell
37,990
-400
-1% -$21K 0.06% 315
2022
Q2 		$1.84M Buy
38,390
+6,000
+19% +$310K 0.08% 268
2022
Q1 		$1.93M Buy
32,390
+90
+0.3% +$5.55K 0.06% 310
2021
Q4 		$2.35M Sell
32,300
-2,000
-6% -$144K 0.07% 313
2021
Q3 		$2.22M Sell
34,300
-30
-0.1% -$1.88K 0.07% 310
2021
Q2 		$2.02M Sell
34,330
-1,570
-4% -$92K 0.07% 333
2021
Q1 		$2.2M Buy
+35,900
New +$1.91M 0.08% 292
2015
Q1 		– Sell
-10
Closed – – 1903
2014
Q4 		$0 Buy
+10
New +$271 ﹤0.01% 3753
2014
Q3 		– Sell
-10
Closed -$359 – 1812
2014
Q2 		$359 Buy
+10
New +$264 ﹤0.01% 2356

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's UHAL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 6,132 shares — an estimated $335K sold.

B. Riley Wealth Advisors first reported a position in UHAL in Q2 2014 and held it in 15 quarters. The position peaked at $2.35M in Q4 2021. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,132 U-Haul Holding Co shares in Q2 2024, an estimated $335K.
  • B. Riley Wealth Advisors first reported a position in U-Haul Holding Co in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's U-Haul Holding Co position peaked at $2.35M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.