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Cetera Advisors’s U-Haul Holding Co UHAL Stock Holding History

Cetera 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
Q4 		– Sell
-4,880
Closed – – 1672
2022
Q3 		$0 Buy
+4,880
New +$256K ﹤0.01% 1454
2022
Q1 		– Sell
-2,790
Closed -$203K – 1532
2021
Q4 		$203K Sell
2,790
-700
-20% -$50.4K ﹤0.01% 1323
2021
Q3 		$225K Buy
3,490
+20
+0.6% +$1.25K ﹤0.01% 1254
2021
Q2 		$205K Sell
3,470
-10
-0.3% -$586 ﹤0.01% 1228
2021
Q1 		$213K Buy
+3,480
New +$185K 0.01% 1122

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 Advisors's UHAL Position: Q4 2022 in Review

Cetera Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 4,880 shares.

Cetera Advisors first reported a position in UHAL in Q1 2021 and held it in 5 quarters. The position peaked at $225K in Q3 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Cetera Advisors reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Cetera Advisors sold 4,880 U-Haul Holding Co shares in Q4 2022.
  • Cetera Advisors first reported a position in U-Haul Holding Co in Q1 2021 and held it in 5 quarters.
  • Cetera Advisors's U-Haul Holding Co position peaked at $225K in Q3 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

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