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Cahill Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History

Cahill Financial 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
Q4 		– Sell
-150
Closed -$10K – 739
2021
Q3 		$10K Buy
+150
New +$9.4K ﹤0.01% 561

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
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cahill Financial Advisors's UHAL Position: Q4 2021 in Review

Cahill Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 150 shares — an estimated $10K sold.

Cahill Financial Advisors first reported a position in UHAL in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

  • Cahill Financial Advisors reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 150 U-Haul Holding Co shares in Q4 2021, an estimated $10K.
  • Cahill Financial Advisors first reported a position in U-Haul Holding Co in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's U-Haul Holding Co position peaked at $10K in Q3 2021.
  • 329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.