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Next Financial Group’s U-Haul Holding Co UHAL Stock Holding History

Next Financial 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
2021
Q4 		– Sell
-30
Closed -$2K – 2983
2021
Q3 		$2K Hold
30
– – ﹤0.01% 2528
2021
Q2 		$2K Hold
30
– – ﹤0.01% 2457
2021
Q1 		$2K Hold
30
– – ﹤0.01% 2342
2020
Q4 		$1K Hold
30
– – ﹤0.01% 2312
2020
Q3 		$1K Buy
+30
New +$1.02K ﹤0.01% 2143
2020
Q2 		– Sell
-10
Closed – – 1826
2020
Q1 		$0 Hold
10
– – ﹤0.01% 2410
2019
Q4 		$0 Hold
10
– – ﹤0.01% 2530
2019
Q3 		$0 Sell
10
-10
-50% -$369 ﹤0.01% 2430
2019
Q2 		$1K Hold
20
– – ﹤0.01% 2256
2019
Q1 		$1K Buy
+20
New +$727 ﹤0.01% 1591

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
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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's UHAL Position: Q4 2021 in Review

Next Financial Group sold out of U-Haul Holding Co (UHAL) in Q4 2021, closing a stake of 30 shares — an estimated $2K sold.

Next Financial Group first reported a position in UHAL in Q1 2019 and held it in 10 quarters. The position peaked at $2K in Q3 2021. 329 funds tracked by Wall St. Rank hold UHAL as of Q4 2021.

  • Next Financial Group reported no remaining U-Haul Holding Co position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 30 U-Haul Holding Co shares in Q4 2021, an estimated $2K.
  • Next Financial Group first reported a position in U-Haul Holding Co in Q1 2019 and held it in 10 quarters.
  • Next Financial Group's U-Haul Holding Co position peaked at $2K in Q3 2021.
  • 329 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.