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Forum Financial Management’s U-Haul Holding Co UHAL Stock Holding History

Forum Financial 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
2022
Q2 		– Sell
-4,610
Closed -$275K – 654
2022
Q1 		$275K Buy
+4,610
New +$284K 0.01% 434

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Forum Financial Management's UHAL Position: Q2 2022 in Review

Forum Financial Management sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 4,610 shares — an estimated $275K sold.

Forum Financial Management first reported a position in UHAL in Q1 2022 and held it in 1 quarter. The position peaked at $275K in Q1 2022. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

  • Forum Financial Management reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 4,610 U-Haul Holding Co shares in Q2 2022, an estimated $275K.
  • Forum Financial Management first reported a position in U-Haul Holding Co in Q1 2022 and held it in 1 quarter.
  • Forum Financial Management's U-Haul Holding Co position peaked at $275K in Q1 2022.
  • 290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.