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Chemistry Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Chemistry Wealth Management’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
-17,140
Closed -$873K – 145
2022
Q3 		$873K Buy
17,140
+4,790
+39% +$251K 0.34% 50
2022
Q2 		$591K Buy
12,350
+2,410
+24% +$125K 0.23% 78
2022
Q1 		$593K Buy
+9,940
New +$613K 0.2% 77

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

Chemistry Wealth Management's UHAL Position: Q4 2022 in Review

Chemistry Wealth Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 17,140 shares — an estimated $873K sold.

Chemistry Wealth Management first reported a position in UHAL in Q1 2022 and held it in 3 quarters. The position peaked at $873K in Q3 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Chemistry Wealth Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Chemistry Wealth Management sold 17,140 U-Haul Holding Co shares in Q4 2022, an estimated $873K.
  • Chemistry Wealth Management first reported a position in U-Haul Holding Co in Q1 2022 and held it in 3 quarters.
  • Chemistry Wealth Management's U-Haul Holding Co position peaked at $873K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Chemistry Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.