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

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

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UHAL Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 3,480 shares — an estimated $208K sold.

JP Morgan Private Wealth Advisors first reported a position in UHAL in Q1 2015 and held it in 9 quarters. The position peaked at $1.31M in Q4 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,480 U-Haul Holding Co shares in Q2 2022, an estimated $208K.
JP Morgan Private Wealth Advisors first reported a position in U-Haul Holding Co in Q1 2015 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's U-Haul Holding Co position peaked at $1.31M in Q4 2021.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.