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Ladenburg Thalmann Financial Services’s U-Haul Holding Co UHAL Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$516K Hold
13,700
– – ﹤0.01% 1791
2019
Q3 		$534K Buy
13,700
+110
+0.8% +$4.06K ﹤0.01% 1716
2019
Q2 		$514K Sell
13,590
-160
-1% -$6.1K ﹤0.01% 1724
2019
Q1 		$511K Sell
13,750
-7,040
-34% -$256K ﹤0.01% 1681
2018
Q4 		$685K Sell
20,790
-70
-0.3% -$2.37K 0.01% 1310
2018
Q3 		$743K Buy
20,860
+60
+0.3% +$2.21K 0.01% 1321
2018
Q2 		$717K Hold
20,800
– – 0.01% 1277
2018
Q1 		$717K Buy
20,800
+820
+4% +$29.1K 0.01% 1277
2017
Q4 		$755K Sell
19,980
-340
-2% -$12.7K 0.01% 1256
2017
Q3 		$761K Buy
20,320
+480
+2% +$17.9K 0.01% 1166
2017
Q2 		$726K Sell
19,840
-16,520
-45% -$599K 0.01% 1144
2017
Q1 		$1.39M Buy
36,360
+18,790
+107% +$706K 0.02% 731
2016
Q4 		$649K Buy
17,570
+4,150
+31% +$142K 0.01% 1109
2016
Q3 		$435K Sell
13,420
-2,950
-18% -$105K 0.01% 1272
2016
Q2 		$612K Sell
16,370
-810
-5% -$29.3K 0.01% 1020
2016
Q1 		$614K Buy
17,180
+1,850
+12% +$64.4K 0.01% 926
2015
Q4 		$597K Sell
15,330
-3,640
-19% -$147K 0.01% 933
2015
Q3 		$746K Buy
18,970
+540
+3% +$19.6K 0.02% 773
2015
Q2 		$602K Buy
18,430
+4,780
+35% +$156K 0.01% 956
2015
Q1 		$451K Sell
13,650
-510
-4% -$15.8K 0.01% 1085
2014
Q4 		$402K Buy
14,160
+2,800
+25% +$75.9K 0.01% 1033
2014
Q3 		$298K Sell
11,360
-240
-2% -$6.64K 0.01% 1017
2014
Q2 		$337K Buy
11,600
+4,350
+60% +$115K 0.01% 937
2014
Q1 		$168K Sell
7,250
-500
-6% -$11.6K ﹤0.01% 1214
2013
Q4 		$184K Hold
7,750
– – 0.01% 1121
2013
Q3 		$143K Buy
7,750
+5,650
+269% +$97.5K ﹤0.01% 1186
2013
Q2 		$34K Buy
+2,100
New +$34.9K ﹤0.01% 1991

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UHAL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its U-Haul Holding Co (UHAL) position steady in Q4 2019 at 13,700 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Ladenburg Thalmann Financial Services first reported a position in UHAL in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.39M in Q1 2017. 241 funds tracked by Wall St. Rank hold UHAL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 13,700 shares of U-Haul Holding Co worth $516K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its U-Haul Holding Co share count unchanged in Q4 2019.
  • U-Haul Holding Co made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1791 holding.
  • Ladenburg Thalmann Financial Services first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's U-Haul Holding Co position peaked at $1.39M in Q1 2017.
  • 241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.