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JMPWA
JP Morgan Private Wealth Advisors’s
U-Haul Holding Co
UHAL
Stock Holding History
JP Morgan Private Wealth Advisors’s Portfolio
UHAL Stock Details
UHAL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-3,480
Closed
-$208K
–
2027
2022
Q1
$208K
Sell
3,480
-14,510
-81%
-$894K
﹤0.01%
1897
2021
Q4
$1.31M
Buy
+17,990
New
+$1.3M
﹤0.01%
1107
2020
Q1
–
Sell
-29,620
Closed
-$1.11M
–
1538
2019
Q4
$1.11M
Buy
+29,620
New
+$1.12M
0.01%
766
2018
Q2
–
Sell
-6,750
Closed
-$233K
–
1525
2018
Q1
$233K
Buy
+6,750
New
+$240K
﹤0.01%
1140
2016
Q2
–
Sell
-5,920
Closed
-$212K
–
1316
2016
Q1
$212K
Hold
5,920
–
–
﹤0.01%
1056
2015
Q4
$231K
Hold
5,920
–
–
﹤0.01%
975
2015
Q3
$233K
Sell
5,920
-230
-4%
-$8.36K
﹤0.01%
884
2015
Q2
$201K
Sell
6,150
-500
-8%
-$16.3K
﹤0.01%
974
2015
Q1
$220K
Buy
+6,650
New
+$206K
﹤0.01%
1005
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27.45%
1-Year Est. Return
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$7.5B AUM
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1-Year Est. Return
BlackRock
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$5.72T AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
ACM
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Boston, Massachusetts
$4.64B AUM
1.52%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Artisan Partners
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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