IFG Advisory’s U-Haul Holding Co UHAL Stock Holding History

IFG Advisory’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 Q4	–	Sell	-24,390	Closed	-$1.24M	–	538
2022 Q3	$1.24M	Buy	24,390 +1,870	+8%	+$98K	0.11%	184
2022 Q2	$1.08M	Buy	+22,520	New	+$1.16M	0.11%	177

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

SCM

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFG Advisory's UHAL Position: Q4 2022 in Review

IFG Advisory sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 24,390 shares — an estimated $1.24M sold.

IFG Advisory first reported a position in UHAL in Q2 2022 and held it in 2 quarters. The position peaked at $1.24M in Q3 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

IFG Advisory reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
IFG Advisory sold 24,390 U-Haul Holding Co shares in Q4 2022, an estimated $1.24M.
IFG Advisory first reported a position in U-Haul Holding Co in Q2 2022 and held it in 2 quarters.
IFG Advisory's U-Haul Holding Co position peaked at $1.24M in Q3 2022.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on IFG Advisory's 13F filing for Q4 2022, filed 31 Jan 2023.