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Focused Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Focused Wealth Management’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
-150
Closed -$9.03K – 1145
2022
Q4 		$9.03K Sell
150
-1,350
-90% -$77.7K ﹤0.01% 541
2022
Q3 		$76K Buy
+1,500
New +$78.6K 0.02% 213
2022
Q1 		– Sell
-1,000
Closed -$73K – 1115
2021
Q4 		$73K Buy
+1,000
New +$72K 0.01% 328

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Focused Wealth Management's UHAL Position: Q1 2023 in Review

Focused Wealth Management sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 150 shares — an estimated $9.03K sold.

Focused Wealth Management first reported a position in UHAL in Q4 2021 and held it in 3 quarters. The position peaked at $76K in Q3 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Focused Wealth Management reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 150 U-Haul Holding Co shares in Q1 2023, an estimated $9.03K.
  • Focused Wealth Management first reported a position in U-Haul Holding Co in Q4 2021 and held it in 3 quarters.
  • Focused Wealth Management's U-Haul Holding Co position peaked at $76K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.