Kestra Advisory Services’s U-Haul Holding Co UHAL Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-3,980	Closed	-$289K	–	2130
2021 Q4	$289K	Buy	+3,980	New	+$287K	﹤0.01%	1623
2021 Q3	–	Sell	-7,140	Closed	-$421K	–	2178
2021 Q2	$421K	Buy	+7,140	New	+$418K	﹤0.01%	1375

Other funds holding UHAL

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

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management 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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SCM

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

Kestra Advisory Services's UHAL Position: Q1 2022 in Review

Kestra Advisory Services sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 3,980 shares — an estimated $289K sold.

Kestra Advisory Services first reported a position in UHAL in Q2 2021 and held it in 2 quarters. The position peaked at $421K in Q2 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Kestra Advisory Services reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Kestra Advisory Services sold 3,980 U-Haul Holding Co shares in Q1 2022, an estimated $289K.
Kestra Advisory Services first reported a position in U-Haul Holding Co in Q2 2021 and held it in 2 quarters.
Kestra Advisory Services's U-Haul Holding Co position peaked at $421K in Q2 2021.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Kestra Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.