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

Meridian 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
2021
Q2 		– Sell
-60
Closed -$4K – 1193
2021
Q1 		$4K Buy
+60
New +$3.19K ﹤0.01% 804

Other funds holding UHAL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Meridian Wealth Partners's UHAL Position: Q2 2021 in Review

Meridian Wealth Partners sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 60 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in UHAL in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

  • Meridian Wealth Partners reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 60 U-Haul Holding Co shares in Q2 2021, an estimated $4K.
  • Meridian Wealth Partners first reported a position in U-Haul Holding Co in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's U-Haul Holding Co position peaked at $4K in Q1 2021.
  • 281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.