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Reilly Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History

Reilly Financial 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
Q3 		– Sell
-100
Closed -$3K – 938
2020
Q2 		$3K Sell
100
-140
-58% -$4.1K ﹤0.01% 781
2020
Q1 		$7K Buy
+240
New +$8.11K ﹤0.01% 627

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Reilly Financial Advisors's UHAL Position: Q3 2020 in Review

Reilly Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q3 2020, closing a stake of 100 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in UHAL in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 234 funds tracked by Wall St. Rank hold UHAL as of Q3 2020.

  • Reilly Financial Advisors reported no remaining U-Haul Holding Co position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 U-Haul Holding Co shares in Q3 2020, an estimated $3K.
  • Reilly Financial Advisors first reported a position in U-Haul Holding Co in Q1 2020 and held it in 2 quarters.
  • Reilly Financial Advisors's U-Haul Holding Co position peaked at $7K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.