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King Wealth Management Group’s U-Haul Holding Co UHAL Stock Holding History

King Wealth Management Group’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
-2,950
Closed -$214K – 183
2021
Q4 		$214K Buy
+2,950
New +$212K 0.04% 164
2021
Q3 		– Sell
-2,950
Closed -$174K – 184
2021
Q2 		$174K Hold
2,950
– – 0.04% 166
2021
Q1 		$181K Hold
2,950
– – 0.04% 156
2020
Q4 		$134K Buy
+2,950
New +$118K 0.03% 151

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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
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
AQR Capital Management
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

King Wealth Management Group's UHAL Position: Q1 2022 in Review

King Wealth Management Group sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 2,950 shares — an estimated $214K sold.

King Wealth Management Group first reported a position in UHAL in Q4 2020 and held it in 4 quarters. The position peaked at $214K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

  • King Wealth Management Group reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
  • King Wealth Management Group sold 2,950 U-Haul Holding Co shares in Q1 2022, an estimated $214K.
  • King Wealth Management Group first reported a position in U-Haul Holding Co in Q4 2020 and held it in 4 quarters.
  • King Wealth Management Group's U-Haul Holding Co position peaked at $214K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on King Wealth Management Group's 13F filing for Q1 2022, filed 12 May 2022.