Game Plan Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History

Game Plan Financial 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
2024 Q3	–	Sell	-500	Closed	-$30.9K	–	404
2024 Q2	$30.9K	Hold	500	–	–	0.02%	162
2024 Q1	$33.8K	Hold	500	–	–	0.02%	169
2023 Q4	$35.9K	Buy	+500	New	+$28.4K	0.02%	166

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

SCM

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Norges Bank Oslo, Norway $935B AUM

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Game Plan Financial Advisors's UHAL Position: Q3 2024 in Review

Game Plan Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 500 shares — an estimated $30.9K sold.

Game Plan Financial Advisors first reported a position in UHAL in Q4 2023 and held it in 3 quarters. The position peaked at $35.9K in Q4 2023. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

Game Plan Financial Advisors reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
Game Plan Financial Advisors sold 500 U-Haul Holding Co shares in Q3 2024, an estimated $30.9K.
Game Plan Financial Advisors first reported a position in U-Haul Holding Co in Q4 2023 and held it in 3 quarters.
Game Plan Financial Advisors's U-Haul Holding Co position peaked at $35.9K in Q4 2023.
200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Game Plan Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.