First Mercantile Trust’s U-Haul Holding Co UHAL Stock Holding History

First Mercantile Trust’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
2021 Q3	$34K	Sell	530 -30	-5%	-$1.88K	﹤0.01%	802
2021 Q2	$33K	Sell	560 -20	-3%	-$1.17K	﹤0.01%	821
2021 Q1	$36K	Sell	580 -50	-8%	-$2.66K	﹤0.01%	804
2020 Q4	$29K	Sell	630 -40	-6%	-$1.59K	﹤0.01%	821
2020 Q3	$26K	Sell	670 -130	-16%	-$4.43K	﹤0.01%	824
2020 Q2	$24K	Buy	+800	New	+$23.4K	﹤0.01%	815
2014 Q2	–	Sell	-1,750	Closed	-$41K	–	1255
2014 Q1	$41K	Buy	+1,750	New	+$40.5K	﹤0.01%	1098

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Mercantile Trust's UHAL Position: Q3 2021 in Review

First Mercantile Trust reduced its U-Haul Holding Co (UHAL) stake by 5.4% in Q3 2021, selling an estimated $1.88K and leaving 530 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

First Mercantile Trust first reported a position in UHAL in Q1 2014 and has held it in 7 quarters since. The position peaked at $41K in Q1 2014. 291 funds tracked by Wall St. Rank hold UHAL as of Q3 2021.

First Mercantile Trust held 530 shares of U-Haul Holding Co worth $34K as of Q3 2021.
First Mercantile Trust sold 30 U-Haul Holding Co shares in Q3 2021, an estimated $1.88K.
U-Haul Holding Co made up ﹤0.01% of First Mercantile Trust's portfolio in Q3 2021, its #802 holding.
First Mercantile Trust first reported a position in U-Haul Holding Co in Q1 2014 and has held it in 7 quarters since.
First Mercantile Trust's U-Haul Holding Co position peaked at $41K in Q1 2014.
291 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.