GWS
UHAL icon

Glassman Wealth Services’s U-Haul Holding Co UHAL Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-9
Closed -$646 – 1717
2023
Q4 		$646 Sell
9
-13
-59% -$737 ﹤0.01% 1662
2023
Q3 		$1.2K Sell
22
-3
-12% -$174 ﹤0.01% 1497
2023
Q2 		$1.38K Buy
25
+16
+178% +$939 ﹤0.01% 1354
2023
Q1 		$537 Hold
9
– – ﹤0.01% 1603
2022
Q4 		$542 Sell
9
-71
-89% -$4.08K ﹤0.01% 1610
2022
Q3 		$4K Hold
80
– – ﹤0.01% 1087
2022
Q2 		$4K Buy
+80
New +$4.14K ﹤0.01% 1098
2020
Q2 		– Sell
-50
Closed -$1K – 1548
2020
Q1 		$1K Buy
+50
New +$1.69K ﹤0.01% 1004

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glassman Wealth Services's UHAL Position: Q1 2024 in Review

Glassman Wealth Services sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 9 shares — an estimated $646 sold.

Glassman Wealth Services first reported a position in UHAL in Q1 2020 and held it in 8 quarters. The position peaked at $4K in Q3 2022. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

  • Glassman Wealth Services reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 9 U-Haul Holding Co shares in Q1 2024, an estimated $646.
  • Glassman Wealth Services first reported a position in U-Haul Holding Co in Q1 2020 and held it in 8 quarters.
  • Glassman Wealth Services's U-Haul Holding Co position peaked at $4K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.