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Raymond James Financial Services Advisors’s U-Haul Holding Co UHAL Stock Holding History

Raymond James Financial Services 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
2024
Q1 		– Sell
-3,905
Closed -$280K – 3508
2023
Q4 		$280K Sell
3,905
-32
-0.8% -$1.81K ﹤0.01% 2785
2023
Q3 		$215K Sell
3,937
-16
-0.4% -$929 ﹤0.01% 2888
2023
Q2 		$219K Sell
3,953
-808
-17% -$47.4K ﹤0.01% 2872
2023
Q1 		$284K Sell
4,761
-409
-8% -$25.7K ﹤0.01% 2672
2022
Q4 		$311K Sell
5,170
-4,980
-49% -$286K ﹤0.01% 2558
2022
Q3 		$517K Buy
10,150
+220
+2% +$11.5K ﹤0.01% 2231
2022
Q2 		$475K Sell
9,930
-1,060
-10% -$54.8K ﹤0.01% 2311
2022
Q1 		$656K Sell
10,990
-1,640
-13% -$101K ﹤0.01% 2211
2021
Q4 		$917K Buy
12,630
+440
+4% +$31.7K ﹤0.01% 2028
2021
Q3 		$788K Buy
12,190
+1,000
+9% +$62.7K ﹤0.01% 2116
2021
Q2 		$660K Buy
11,190
+660
+6% +$38.7K ﹤0.01% 2199
2021
Q1 		$645K Buy
10,530
+850
+9% +$45.2K ﹤0.01% 2125
2020
Q4 		$439K Sell
9,680
-2,100
-18% -$83.7K ﹤0.01% 2221
2020
Q3 		$419K Buy
11,780
+1,770
+18% +$60.3K ﹤0.01% 2088
2020
Q2 		$302K Buy
10,010
+2,370
+31% +$69.4K ﹤0.01% 2230
2020
Q1 		$222K Buy
+7,640
New +$258K ﹤0.01% 2014

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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial Services Advisors's UHAL Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 3,905 shares — an estimated $280K sold.

Raymond James Financial Services Advisors first reported a position in UHAL in Q1 2020 and held it in 16 quarters. The position peaked at $917K in Q4 2021. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,905 U-Haul Holding Co shares in Q1 2024, an estimated $280K.
  • Raymond James Financial Services Advisors first reported a position in U-Haul Holding Co in Q1 2020 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's U-Haul Holding Co position peaked at $917K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.