Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s U-Haul Holding Co UHAL Stock Holding History

Cambridge Investment Research 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
2024
Q3 		– Sell
-4,053
Closed -$250K – 3528
2024
Q2 		$250K Sell
4,053
-328
-7% -$21.3K ﹤0.01% 2851
2024
Q1 		$296K Buy
4,381
+464
+12% +$30.7K ﹤0.01% 2714
2023
Q4 		$281K Buy
3,917
+131
+3% +$7.43K ﹤0.01% 2645
2023
Q3 		$207K Buy
+3,786
New +$220K ﹤0.01% 2787

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Cambridge Investment Research Advisors's UHAL Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 4,053 shares — an estimated $250K sold.

Cambridge Investment Research Advisors first reported a position in UHAL in Q3 2023 and held it in 4 quarters. The position peaked at $296K in Q1 2024. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,053 U-Haul Holding Co shares in Q3 2024, an estimated $250K.
  • Cambridge Investment Research Advisors first reported a position in U-Haul Holding Co in Q3 2023 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's U-Haul Holding Co position peaked at $296K in Q1 2024.
  • 200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.