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Financial Counselors Inc’s U-Haul Holding Co UHAL Stock Holding History

Financial Counselors 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
2024
Q2 		– Sell
-12,160
Closed -$821K – 586
2024
Q1 		$821K Sell
12,160
-150
-1% -$9.91K 0.01% 350
2023
Q4 		$884K Sell
12,310
-440
-3% -$24.9K 0.02% 341
2023
Q3 		$696K Sell
12,750
-490
-4% -$28.5K 0.01% 353
2023
Q2 		$732K Sell
13,240
-2,105
-14% -$123K 0.01% 323
2023
Q1 		$915K Buy
15,345
+200
+1% +$12.6K 0.02% 307
2022
Q4 		$912K Sell
15,145
-136,495
-90% -$7.85M 0.02% 308
2022
Q3 		$7.72M Buy
151,640
+2,130
+1% +$112K 0.19% 133
2022
Q2 		$7.15M Buy
149,510
+3,450
+2% +$178K 0.17% 144
2022
Q1 		$8.72M Buy
146,060
+2,700
+2% +$166K 0.18% 137
2021
Q4 		$10.4M Sell
143,360
-8,820
-6% -$635K 0.21% 129
2021
Q3 		$9.83M Buy
152,180
+1,870
+1% +$117K 0.21% 128
2021
Q2 		$8.86M Buy
150,310
+1,850
+1% +$108K 0.19% 135
2021
Q1 		$9.1M Buy
148,460
+5,170
+4% +$275K 0.21% 130
2020
Q4 		$6.5M Buy
143,290
+5,470
+4% +$218K 0.16% 149
2020
Q3 		$4.91M Buy
137,820
+1,430
+1% +$48.7K 0.14% 154
2020
Q2 		$4.12M Buy
136,390
+2,040
+2% +$59.8K 0.13% 164
2020
Q1 		$3.9M Buy
134,350
+830
+0.6% +$28K 0.17% 139
2019
Q4 		$5.02M Buy
133,520
+44,080
+49% +$1.67M 0.18% 146
2019
Q3 		$3.49M Buy
89,440
+1,390
+2% +$51.4K 0.14% 160
2019
Q2 		$3.33M Buy
88,050
+5,920
+7% +$226K 0.14% 163
2019
Q1 		$3.05M Buy
82,130
+7,420
+10% +$270K 0.13% 173
2018
Q4 		$2.45M Buy
74,710
+950
+1% +$32.1K 0.12% 181
2018
Q3 		$2.63M Buy
73,760
+560
+0.8% +$20.7K 0.12% 186
2018
Q2 		$2.61M Buy
73,200
+43,320
+145% +$1.51M 0.12% 182
2018
Q1 		$1.03M Buy
29,880
+10,560
+55% +$375K 0.05% 270
2017
Q4 		$730K Buy
+19,320
New +$723K 0.03% 303

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Counselors Inc's UHAL Position: Q2 2024 in Review

Financial Counselors Inc sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 12,160 shares — an estimated $821K sold.

Financial Counselors Inc first reported a position in UHAL in Q4 2017 and held it in 26 quarters. The position peaked at $10.4M in Q4 2021. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

  • Financial Counselors Inc reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 12,160 U-Haul Holding Co shares in Q2 2024, an estimated $821K.
  • Financial Counselors Inc first reported a position in U-Haul Holding Co in Q4 2017 and held it in 26 quarters.
  • Financial Counselors Inc's U-Haul Holding Co position peaked at $10.4M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Financial Counselors Inc's 13F filing for Q2 2024, filed 1 Aug 2024.