Janney Montgomery Scott
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Janney Montgomery Scott’s U-Haul Holding Co UHAL Stock Holding History

Janney Montgomery Scott’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
2023
Q1 		– Sell
-5,906
Closed -$355K – 2692
2022
Q4 		$355K Buy
+5,906
New +$340K ﹤0.01% 1994

Other funds holding UHAL

Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janney Montgomery Scott's UHAL Position: Q1 2023 in Review

Janney Montgomery Scott sold out of U-Haul Holding Co (UHAL) in Q1 2023, closing a stake of 5,906 shares — an estimated $355K sold.

Janney Montgomery Scott first reported a position in UHAL in Q4 2022 and held it in 1 quarter. The position peaked at $355K in Q4 2022. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2023.

  • Janney Montgomery Scott reported no remaining U-Haul Holding Co position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,906 U-Haul Holding Co shares in Q1 2023, an estimated $355K.
  • Janney Montgomery Scott first reported a position in U-Haul Holding Co in Q4 2022 and held it in 1 quarter.
  • Janney Montgomery Scott's U-Haul Holding Co position peaked at $355K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.