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

CAPTRUST 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
2022 Q3	–	Sell	-2,310	Closed	-$110K	–	3939
2022 Q2	$110K	Sell	2,310 -190	-8%	-$9.82K	﹤0.01%	2131
2022 Q1	$149K	Sell	2,500 -70	-3%	-$4.32K	﹤0.01%	1943
2021 Q4	$187K	Buy	2,570 +170	+7%	+$12.2K	﹤0.01%	1689
2021 Q3	$155K	Buy	2,400 +390	+19%	+$24.4K	﹤0.01%	1739
2021 Q2	$119K	Buy	2,010 +80	+4%	+$4.69K	﹤0.01%	1889
2021 Q1	$118K	Buy	1,930 +200	+12%	+$10.6K	﹤0.01%	1840
2020 Q4	$79K	Hold	1,730	–	–	﹤0.01%	1621
2020 Q3	$61K	Hold	1,730	–	–	﹤0.01%	1560
2020 Q2	$51K	Buy	+1,730	New	+$50.7K	﹤0.01%	1625
2019 Q4	–	Sell	-1,730	Closed	-$67K	–	1765
2019 Q3	$67K	Hold	1,730	–	–	﹤0.01%	913
2019 Q2	$65K	Buy	+1,730	New	+$65.9K	﹤0.01%	892

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's UHAL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 2,310 shares — an estimated $110K sold.

CAPTRUST Financial Advisors first reported a position in UHAL in Q2 2019 and held it in 11 quarters. The position peaked at $187K in Q4 2021. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 2,310 U-Haul Holding Co shares in Q3 2022, an estimated $110K.
CAPTRUST Financial Advisors first reported a position in U-Haul Holding Co in Q2 2019 and held it in 11 quarters.
CAPTRUST Financial Advisors's U-Haul Holding Co position peaked at $187K in Q4 2021.
289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.