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Operose Advisors’s U-Haul Holding Co UHAL Stock Holding History

Operose Advisors’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
Q2 		– Sell
-180
Closed -$11K – 320
2022
Q1 		$11K Hold
180
– – 0.01% 260
2021
Q4 		$13K Buy
+180
New +$13K 0.01% 241

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
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
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Operose Advisors's UHAL Position: Q2 2022 in Review

Operose Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 180 shares — an estimated $11K sold.

Operose Advisors first reported a position in UHAL in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q4 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

  • Operose Advisors reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
  • Operose Advisors sold 180 U-Haul Holding Co shares in Q2 2022, an estimated $11K.
  • Operose Advisors first reported a position in U-Haul Holding Co in Q4 2021 and held it in 2 quarters.
  • Operose Advisors's U-Haul Holding Co position peaked at $13K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Operose Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.