Gerber Kawasaki Wealth & Investment Management’s U-Haul Holding Co UHAL Stock Holding History

Gerber Kawasaki Wealth & Investment 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	-3,490	Closed	-$208K	–	270
2022 Q1	$208K	Sell	3,490 -360	-9%	-$22.2K	0.02%	246
2021 Q4	$279K	Sell	3,850 -960	-20%	-$69.1K	0.02%	218
2021 Q3	$310K	Sell	4,810 -6,160	-56%	-$386K	0.04%	135
2021 Q2	$646K	Sell	10,970 -8,160	-43%	-$478K	0.07%	127
2021 Q1	$1.17M	Buy	+19,130	New	+$1.02M	0.14%	89

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Gerber Kawasaki Wealth & Investment Management's UHAL Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 3,490 shares — an estimated $208K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in UHAL in Q1 2021 and held it in 5 quarters. The position peaked at $1.17M in Q1 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,490 U-Haul Holding Co shares in Q2 2022, an estimated $208K.
Gerber Kawasaki Wealth & Investment Management first reported a position in U-Haul Holding Co in Q1 2021 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's U-Haul Holding Co position peaked at $1.17M in Q1 2021.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.