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Engrave Wealth Partners’s U-Haul Holding Co UHAL Stock Holding History

Engrave Wealth Partners’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
2020
Q2 		– Sell
-60
Closed -$1K – 495
2020
Q1 		$1K Sell
60
-80
-57% -$2.7K ﹤0.01% 401
2019
Q4 		$5K Buy
+140
New +$5.31K ﹤0.01% 359

Other funds holding UHAL

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Engrave Wealth Partners's UHAL Position: Q2 2020 in Review

Engrave Wealth Partners sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 60 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in UHAL in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

  • Engrave Wealth Partners reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 60 U-Haul Holding Co shares in Q2 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in U-Haul Holding Co in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's U-Haul Holding Co position peaked at $5K in Q4 2019.
  • 239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.