First Horizon Advisors’s U-Haul Holding Co UHAL Stock Holding History

First Horizon Advisors’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 Q1	–	Sell	-2	Closed	-$120	–	2549
2022 Q4	$120	Sell	2 -468	-100%	-$26.9K	﹤0.01%	2433
2022 Q3	$23K	Hold	470	–	–	﹤0.01%	1182
2022 Q2	$22K	Buy	+470	New	+$24.3K	﹤0.01%	1263
2022 Q1	–	Sell	-490	Closed	-$35K	–	2277
2021 Q4	$35K	Hold	490	–	–	﹤0.01%	1074
2021 Q3	$31K	Hold	490	–	–	﹤0.01%	1113
2021 Q2	$28K	Hold	490	–	–	﹤0.01%	996
2021 Q1	$30K	Sell	490 -160	-25%	-$8.51K	﹤0.01%	930
2020 Q4	$29K	Sell	650 -140	-18%	-$5.58K	﹤0.01%	780
2020 Q3	$28K	Hold	790	–	–	﹤0.01%	709
2020 Q2	$23K	Hold	790	–	–	﹤0.01%	756
2020 Q1	$22K	Hold	790	–	–	﹤0.01%	712
2019 Q4	$29K	Hold	790	–	–	﹤0.01%	740
2019 Q3	$30K	Buy	790 +10	+1%	+$369	﹤0.01%	710
2019 Q2	$29K	Hold	780	–	–	﹤0.01%	743
2019 Q1	$28K	Hold	780	–	–	﹤0.01%	702
2018 Q4	$25K	Hold	780	–	–	﹤0.01%	715
2018 Q3	$27K	Sell	780 -10	-1%	-$369	﹤0.01%	779
2018 Q2	$28K	Hold	790	–	–	﹤0.01%	777
2018 Q1	$27K	Buy	790 +260	+49%	+$9.24K	﹤0.01%	691
2017 Q4	$19K	Hold	530	–	–	﹤0.01%	832
2017 Q3	$19K	Hold	530	–	–	﹤0.01%	810
2017 Q2	$20K	Sell	530 -160	-23%	-$5.8K	﹤0.01%	787
2017 Q1	$25K	Buy	+690	New	+$25.9K	﹤0.01%	744

Other funds holding UHAL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Horizon Advisors's UHAL Position: Q1 2023 in Review

First Horizon Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 2 shares — an estimated $120 sold.

First Horizon Advisors first reported a position in UHAL in Q1 2017 and held it in 23 quarters. The position peaked at $35K in Q4 2021. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

First Horizon Advisors reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
First Horizon Advisors sold 2 U-Haul Holding Co shares in Q1 2023, an estimated $120.
First Horizon Advisors first reported a position in U-Haul Holding Co in Q1 2017 and held it in 23 quarters.
First Horizon Advisors's U-Haul Holding Co position peaked at $35K in Q4 2021.
203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.