CBIZ Investment Advisory Services’s U-Haul Holding Co UHAL Stock Holding History

CBIZ Investment Advisory Services’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	-500	Closed	-$30.9K	–	432
2024 Q2	$30.9K	Hold	500	–	–	﹤0.01%	127
2024 Q1	$33.8K	Buy	+500	New	+$33K	﹤0.01%	119
2022 Q3	–	Sell	-5,000	Closed	-$239K	–	34
2022 Q2	$239K	Hold	5,000	–	–	0.02%	32
2022 Q1	$298K	Hold	5,000	–	–	0.02%	20
2021 Q4	$363K	Buy	+5,000	New	+$360K	0.03%	31
2021 Q3	–	Hold	0	–	–	–	33
2021 Q2	–	Hold	0	–	–	–	37
2021 Q1	–	Hold	0	–	–	–	34
2020 Q4	–	Hold	0	–	–	–	31
2020 Q3	–	Hold	0	–	–	–	33
2020 Q2	–	Hold	0	–	–	–	39
2020 Q1	–	Hold	0	–	–	–	39
2019 Q4	–	Hold	0	–	–	–	45

Other funds holding UHAL

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

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

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

Norges Bank Oslo, Norway $935B AUM

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

CBIZ Investment Advisory Services's UHAL Position: Q3 2024 in Review

CBIZ Investment Advisory Services sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 500 shares — an estimated $30.9K sold.

CBIZ Investment Advisory Services first reported a position in UHAL in Q4 2021 and held it in 5 quarters. The position peaked at $363K in Q4 2021. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

CBIZ Investment Advisory Services reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
CBIZ Investment Advisory Services sold 500 U-Haul Holding Co shares in Q3 2024, an estimated $30.9K.
CBIZ Investment Advisory Services first reported a position in U-Haul Holding Co in Q4 2021 and held it in 5 quarters.
CBIZ Investment Advisory Services's U-Haul Holding Co position peaked at $363K in Q4 2021.
200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.