DTIM
UHAL icon

Danda Trouve Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Danda Trouve Investment 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
Q1 		– Sell
-1,260
Closed -$92K – 143
2021
Q4 		$92K Buy
1,260
+810
+180% +$58.3K 0.1% 46
2021
Q3 		$29K Buy
+450
New +$28.2K 0.04% 87

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Danda Trouve Investment Management's UHAL Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 1,260 shares — an estimated $92K sold.

Danda Trouve Investment Management first reported a position in UHAL in Q3 2021 and held it in 2 quarters. The position peaked at $92K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

  • Danda Trouve Investment Management reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
  • Danda Trouve Investment Management sold 1,260 U-Haul Holding Co shares in Q1 2022, an estimated $92K.
  • Danda Trouve Investment Management first reported a position in U-Haul Holding Co in Q3 2021 and held it in 2 quarters.
  • Danda Trouve Investment Management's U-Haul Holding Co position peaked at $92K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.