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Raymond James & Associates’s U-Haul Holding Co UHAL Stock Holding History

Raymond James & Associates’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
2024
Q3 		$646K Sell
8,343
-5
-0.1% -$342 ﹤0.01% 2959
2024
Q2 		$515K Buy
8,348
+3,236
+63% +$211K ﹤0.01% 3060
2024
Q1 		$345K Buy
5,112
+2,307
+82% +$152K ﹤0.01% 3301
2023
Q4 		$201K Buy
+2,805
New +$159K ﹤0.01% 3521
2022
Q1 		– Sell
-10,060
Closed -$731K – 4278
2021
Q4 		$731K Buy
10,060
+80
+0.8% +$5.76K ﹤0.01% 2826
2021
Q3 		$645K Buy
+9,980
New +$626K ﹤0.01% 2879
2020
Q2 		– Sell
-16,090
Closed -$467K – 3667
2020
Q1 		$467K Buy
16,090
+3,250
+25% +$110K ﹤0.01% 2464
2019
Q4 		$483K Buy
12,840
+2,510
+24% +$95.3K ﹤0.01% 2761
2019
Q3 		$403K Buy
10,330
+880
+9% +$32.5K ﹤0.01% 2811
2019
Q2 		$358K Sell
9,450
-580
-6% -$22.1K ﹤0.01% 2898
2019
Q1 		$373K Buy
10,030
+740
+8% +$26.9K ﹤0.01% 2858
2018
Q4 		$305K Buy
9,290
+3,220
+53% +$109K ﹤0.01% 2859
2018
Q3 		$216K Buy
6,070
+90
+2% +$3.32K ﹤0.01% 3255
2018
Q2 		$213K Sell
5,980
-1,180
-16% -$41K ﹤0.01% 3226
2018
Q1 		$247K Buy
7,160
+230
+3% +$8.18K ﹤0.01% 3017
2017
Q4 		$262K Buy
6,930
+610
+10% +$22.8K ﹤0.01% 2907
2017
Q3 		$237K Buy
6,320
+100
+2% +$3.74K ﹤0.01% 2938
2017
Q2 		$228K Buy
+6,220
New +$226K ﹤0.01% 2905
2016
Q3 		– Sell
-22,660
Closed -$849K – 3298
2016
Q2 		$849K Buy
22,660
+3,830
+20% +$138K ﹤0.01% 1823
2016
Q1 		$673K Buy
+18,830
New +$655K ﹤0.01% 1884

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Raymond James & Associates's UHAL Position: Q3 2024 in Review

Raymond James & Associates reduced its U-Haul Holding Co (UHAL) stake by 0.06% in Q3 2024, selling an estimated $342 and leaving 8,343 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

Raymond James & Associates first reported a position in UHAL in Q1 2016 and has held it in 20 quarters since. The position peaked at $849K in Q2 2016. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

  • Raymond James & Associates held 8,343 shares of U-Haul Holding Co worth $646K as of Q3 2024.
  • Raymond James & Associates sold 5 U-Haul Holding Co shares in Q3 2024, an estimated $342.
  • U-Haul Holding Co made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2959 holding.
  • Raymond James & Associates first reported a position in U-Haul Holding Co in Q1 2016 and has held it in 20 quarters since.
  • Raymond James & Associates's U-Haul Holding Co position peaked at $849K in Q2 2016.
  • 200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.