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Paces Ferry Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-30
Closed -$1K – 1051
2020
Q3 		$1K Buy
+30
New +$1.02K ﹤0.01% 993

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Wellington Management Group
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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Paces Ferry Wealth Advisors's UHAL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in UHAL in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 260 funds tracked by Wall St. Rank hold UHAL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining U-Haul Holding Co position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 30 U-Haul Holding Co shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in U-Haul Holding Co in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's U-Haul Holding Co position peaked at $1K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.