Carroll Financial Associates’s U-Haul Holding Co UHAL Stock Holding History

Carroll Financial Associates’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
2020 Q2	–	Sell	-100	Closed	-$2K	–	1693
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1321
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1343
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1306
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1338
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1222
2018 Q4	$3K	Buy	100 +40	+67%	+$1.35K	﹤0.01%	1150
2018 Q3	$2K	Hold	60	–	–	﹤0.01%	1206
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	1173
2018 Q1	$2K	Sell	60 -110	-65%	-$3.91K	﹤0.01%	1160
2017 Q4	$6K	Buy	170 +110	+183%	+$4.11K	﹤0.01%	968
2017 Q3	$2K	Hold	60	–	–	﹤0.01%	1113
2017 Q2	$2K	Sell	60 -10	-14%	-$363	﹤0.01%	1106
2017 Q1	$2K	Buy	+70	New	+$2.63K	﹤0.01%	1106

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Carroll Financial Associates's UHAL Position: Q2 2020 in Review

Carroll Financial Associates sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in UHAL in Q1 2017 and held it in 13 quarters. The position peaked at $6K in Q4 2017. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

Carroll Financial Associates reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
Carroll Financial Associates sold 100 U-Haul Holding Co shares in Q2 2020, an estimated $2K.
Carroll Financial Associates first reported a position in U-Haul Holding Co in Q1 2017 and held it in 13 quarters.
Carroll Financial Associates's U-Haul Holding Co position peaked at $6K in Q4 2017.
239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.