FourThought Financial’s U-Haul Holding Co UHAL Stock Holding History

FourThought Financial’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 Q3	$7K	Sell	140 -190	-58%	-$9.96K	﹤0.01%	1131
2022 Q2	$16K	Hold	330	–	–	﹤0.01%	918
2022 Q1	$20K	Hold	330	–	–	﹤0.01%	906
2021 Q4	$24K	Hold	330	–	–	﹤0.01%	886
2021 Q3	$21K	Sell	330 -30	-8%	-$1.88K	﹤0.01%	941
2021 Q2	$21K	Hold	360	–	–	﹤0.01%	935
2021 Q1	$22K	Hold	360	–	–	﹤0.01%	886
2020 Q4	$16K	Buy	+360	New	+$14.3K	﹤0.01%	931

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

BlackRock New York $5.72T AUM 30.48% 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

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's UHAL Position: Q3 2022 in Review

FourThought Financial reduced its U-Haul Holding Co (UHAL) stake by 58% in Q3 2022, selling an estimated $9.96K and leaving 140 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

FourThought Financial first reported a position in UHAL in Q4 2020 and has held it in 8 quarters since. The position peaked at $24K in Q4 2021. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

FourThought Financial held 140 shares of U-Haul Holding Co worth $7K as of Q3 2022.
FourThought Financial sold 190 U-Haul Holding Co shares in Q3 2022, an estimated $9.96K.
U-Haul Holding Co made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1131 holding.
FourThought Financial first reported a position in U-Haul Holding Co in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's U-Haul Holding Co position peaked at $24K in Q4 2021.
289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.