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Berman Capital Advisors’s U-Haul Holding Co UHAL Stock Holding History

Berman Capital 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
2021
Q3 		$43K Buy
670
+180
+37% +$11.3K 0.01% 735
2021
Q2 		$28K Hold
490
– – ﹤0.01% 788
2021
Q1 		$30K Hold
490
– – 0.01% 661
2020
Q4 		$22K Buy
490
+30
+7% +$1.2K 0.01% 646
2020
Q3 		$16K Sell
460
-30
-6% -$1.02K ﹤0.01% 660
2020
Q2 		$14K Buy
490
+140
+40% +$4.1K ﹤0.01% 661
2020
Q1 		$10K Buy
+350
New +$11.8K ﹤0.01% 675

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Berman Capital Advisors's UHAL Position: Q3 2021 in Review

Berman Capital Advisors increased its U-Haul Holding Co (UHAL) stake by 37% in Q3 2021, buying an estimated $11.3K and bringing the position to 670 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #735.

Berman Capital Advisors first reported a position in UHAL in Q1 2020 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold UHAL as of Q3 2021.

  • Berman Capital Advisors held 670 shares of U-Haul Holding Co worth $43K as of Q3 2021.
  • Berman Capital Advisors bought 180 U-Haul Holding Co shares in Q3 2021, an estimated $11.3K.
  • U-Haul Holding Co made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #735 holding.
  • Berman Capital Advisors first reported a position in U-Haul Holding Co in Q1 2020 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.