Beacon Pointe Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Beacon Pointe 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
2019 Q4	$376K	Hold	10,000	–	–	0.07%	187
2019 Q3	$390K	Hold	10,000	–	–	0.08%	178
2019 Q2	$379K	Hold	10,000	–	–	0.08%	188
2019 Q1	$372K	Hold	10,000	–	–	0.08%	182
2018 Q4	$328K	Buy	+10,000	New	+$338K	0.12%	163

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Beacon Pointe Wealth Advisors's UHAL Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors held its U-Haul Holding Co (UHAL) position steady in Q4 2019 at 10,000 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #187.

Beacon Pointe Wealth Advisors first reported a position in UHAL in Q4 2018 and has held it in 5 quarters since. The position peaked at $390K in Q3 2019. 241 funds tracked by Wall St. Rank hold UHAL as of Q4 2019.

Beacon Pointe Wealth Advisors held 10,000 shares of U-Haul Holding Co worth $376K as of Q4 2019.
Beacon Pointe Wealth Advisors left its U-Haul Holding Co share count unchanged in Q4 2019.
U-Haul Holding Co made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #187 holding.
Beacon Pointe Wealth Advisors first reported a position in U-Haul Holding Co in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's U-Haul Holding Co position peaked at $390K in Q3 2019.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.