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Cetera Advisor Networks’s U-Haul Holding Co UHAL Stock Holding History

Cetera Advisor Networks’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
Q4 		– Sell
-5,150
Closed -$262K – 2599
2022
Q3 		$262K Buy
+5,150
New +$270K ﹤0.01% 1689
2020
Q3 		– Sell
-430
Closed -$13K – 2913
2020
Q2 		$13K Buy
+430
New +$12.6K ﹤0.01% 2617

Other funds holding UHAL

Vanguard Group
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cetera Advisor Networks's UHAL Position: Q4 2022 in Review

Cetera Advisor Networks sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 5,150 shares — an estimated $262K sold.

Cetera Advisor Networks first reported a position in UHAL in Q2 2020 and held it in 2 quarters. The position peaked at $262K in Q3 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Cetera Advisor Networks reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Cetera Advisor Networks sold 5,150 U-Haul Holding Co shares in Q4 2022, an estimated $262K.
  • Cetera Advisor Networks first reported a position in U-Haul Holding Co in Q2 2020 and held it in 2 quarters.
  • Cetera Advisor Networks's U-Haul Holding Co position peaked at $262K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Cetera Advisor Networks's 13F filing for Q4 2022, filed 14 Feb 2023.