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Ellevest Inc’s U-Haul Holding Co UHAL Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-11
Closed -$656 – 1548
2023
Q1 		$656 Sell
11
-10
-48% -$629 ﹤0.01% 1641
2022
Q4 		$1.26K Sell
21
-439
-95% -$25.3K ﹤0.01% 1469
2022
Q3 		$23K Buy
460
+380
+475% +$19.9K ﹤0.01% 782
2022
Q2 		$4K Hold
80
– – ﹤0.01% 1070
2022
Q1 		$5K Buy
+80
New +$4.93K ﹤0.01% 1055

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ellevest Inc's UHAL Position: Q2 2023 in Review

Ellevest Inc sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 11 shares — an estimated $656 sold.

Ellevest Inc first reported a position in UHAL in Q1 2022 and held it in 5 quarters. The position peaked at $23K in Q3 2022. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Ellevest Inc reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 11 U-Haul Holding Co shares in Q2 2023, an estimated $656.
  • Ellevest Inc first reported a position in U-Haul Holding Co in Q1 2022 and held it in 5 quarters.
  • Ellevest Inc's U-Haul Holding Co position peaked at $23K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.