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

Beaird Harris 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
2023
Q1 		– Sell
-27
Closed -$1.63K – 733
2022
Q4 		$1.63K Buy
+27
New +$1.55K ﹤0.01% 607

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Beaird Harris Wealth Management's UHAL Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 27 shares — an estimated $1.63K sold.

Beaird Harris Wealth Management first reported a position in UHAL in Q4 2022 and held it in 1 quarter. The position peaked at $1.63K in Q4 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 27 U-Haul Holding Co shares in Q1 2023, an estimated $1.63K.
  • Beaird Harris Wealth Management first reported a position in U-Haul Holding Co in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's U-Haul Holding Co position peaked at $1.63K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.