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ICA Group Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

ICA Group Wealth 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
2024
Q2 		$988 Hold
16
– – ﹤0.01% 728
2024
Q1 		$1.08K Hold
16
– – ﹤0.01% 1238
2023
Q4 		$1.15K Buy
+16
New +$907 ﹤0.01% 1221
2023
Q3 		– Sell
-16
Closed -$885 – 1164
2023
Q2 		$885 Hold
16
– – ﹤0.01% 1206
2023
Q1 		$954 Hold
16
– – ﹤0.01% 1149
2022
Q4 		$963 Buy
+16
New +$920 ﹤0.01% 1178

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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICA Group Wealth Management's UHAL Position: Q2 2024 in Review

ICA Group Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q2 2024 at 16 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #728.

ICA Group Wealth Management first reported a position in UHAL in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.15K in Q4 2023. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

  • ICA Group Wealth Management held 16 shares of U-Haul Holding Co worth $988 as of Q2 2024.
  • ICA Group Wealth Management left its U-Haul Holding Co share count unchanged in Q2 2024.
  • U-Haul Holding Co made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #728 holding.
  • ICA Group Wealth Management first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's U-Haul Holding Co position peaked at $1.15K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.