Legacy Wealth Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Legacy Wealth Asset Management’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 Q4	–	Sell	-8,180	Closed	-$417K	–	345
2022 Q3	$417K	Sell	8,180 -580	-7%	-$30.4K	0.18%	202
2022 Q2	$419K	Sell	8,760 -120	-1%	-$6.21K	0.17%	194
2022 Q1	$530K	Buy	8,880 +70	+0.8%	+$4.32K	0.19%	181
2021 Q4	$640K	Buy	8,810 +240	+3%	+$17.3K	0.22%	169
2021 Q3	$554K	Sell	8,570 -70	-0.8%	-$4.39K	0.25%	154
2021 Q2	$509K	Sell	8,640 -600	-6%	-$35.2K	0.23%	170
2021 Q1	$566K	Sell	9,240 -2,980	-24%	-$159K	0.26%	155
2020 Q4	$555K	Buy	+12,220	New	+$487K	0.28%	148

Other funds holding UHAL

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

YAM

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

SCM

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Asset Management's UHAL Position: Q4 2022 in Review

Legacy Wealth Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 8,180 shares — an estimated $417K sold.

Legacy Wealth Asset Management first reported a position in UHAL in Q4 2020 and held it in 8 quarters. The position peaked at $640K in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Legacy Wealth Asset Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 8,180 U-Haul Holding Co shares in Q4 2022, an estimated $417K.
Legacy Wealth Asset Management first reported a position in U-Haul Holding Co in Q4 2020 and held it in 8 quarters.
Legacy Wealth Asset Management's U-Haul Holding Co position peaked at $640K in Q4 2021.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.