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

BerganKDV 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 Q2	–	Sell	-3	Closed	-$179	–	1065
2023 Q1	$179	Hold	3	–	–	﹤0.01%	1033
2022 Q4	$181	Sell	3 -27	-90%	-$1.55K	﹤0.01%	1014
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	837
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	941
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	879
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	940
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	913
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	852
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	810
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	905
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	870
2020 Q2	$1K	Buy	+30	New	+$879	﹤0.01%	909

Other funds holding UHAL

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BerganKDV Wealth Management's UHAL Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 3 shares — an estimated $179 sold.

BerganKDV Wealth Management first reported a position in UHAL in Q2 2020 and held it in 12 quarters. The position peaked at $2K in Q3 2022. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

BerganKDV Wealth Management reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 3 U-Haul Holding Co shares in Q2 2023, an estimated $179.
BerganKDV Wealth Management first reported a position in U-Haul Holding Co in Q2 2020 and held it in 12 quarters.
BerganKDV Wealth Management's U-Haul Holding Co position peaked at $2K in Q3 2022.
192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.