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Balboa Wealth Partners’s U-Haul Holding Co UHAL Stock Holding History

Balboa Wealth 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
2024
Q1 		– Sell
-2,985
Closed -$214K – 317
2023
Q4 		$214K Buy
+2,985
New +$169K 0.07% 205

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balboa Wealth Partners's UHAL Position: Q1 2024 in Review

Balboa Wealth Partners sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 2,985 shares — an estimated $214K sold.

Balboa Wealth Partners first reported a position in UHAL in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

  • Balboa Wealth Partners reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,985 U-Haul Holding Co shares in Q1 2024, an estimated $214K.
  • Balboa Wealth Partners first reported a position in U-Haul Holding Co in Q4 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's U-Haul Holding Co position peaked at $214K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Balboa Wealth Partners's 13F filing for Q1 2024, filed 13 May 2024.