Patriot Financial Group Insurance Agency’s U-Haul Holding Co UHAL Stock Holding History

Patriot Financial Group Insurance Agency’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 Q1	–	Sell	-80	Closed	-$6K	–	2244
2021 Q4	$6K	Hold	80	–	–	﹤0.01%	1670
2021 Q3	$5K	Hold	80	–	–	﹤0.01%	1718
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	1674
2021 Q1	$5K	Hold	80	–	–	﹤0.01%	1579
2020 Q4	$4K	Hold	80	–	–	﹤0.01%	1513
2020 Q3	$3K	Hold	80	–	–	﹤0.01%	1402
2020 Q2	$2K	Hold	80	–	–	﹤0.01%	1431
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	1344
2019 Q4	$3K	Buy	+80	New	+$3.04K	﹤0.01%	1068

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UHAL Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 80 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in UHAL in Q4 2019 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 80 U-Haul Holding Co shares in Q1 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in U-Haul Holding Co in Q4 2019 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's U-Haul Holding Co position peaked at $6K in Q4 2021.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.