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Lumature Wealth Partners’s U-Haul Holding Co UHAL Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		– Sell
-100
Closed -$5.96K – 406
2023
Q1 		$5.96K Hold
100
– – ﹤0.01% 333
2022
Q4 		$6.02K Sell
100
-900
-90% -$51.8K ﹤0.01% 333
2022
Q3 		$51K Buy
+1,000
New +$52.4K 0.03% 230

Other funds holding UHAL

Vanguard Group
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lumature Wealth Partners's UHAL Position: Q2 2023 in Review

Lumature Wealth Partners sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 100 shares — an estimated $5.96K sold.

Lumature Wealth Partners first reported a position in UHAL in Q3 2022 and held it in 3 quarters. The position peaked at $51K in Q3 2022. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Lumature Wealth Partners reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 100 U-Haul Holding Co shares in Q2 2023, an estimated $5.96K.
  • Lumature Wealth Partners first reported a position in U-Haul Holding Co in Q3 2022 and held it in 3 quarters.
  • Lumature Wealth Partners's U-Haul Holding Co position peaked at $51K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.