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

SOA 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
2022
Q2 		– Sell
-180
Closed -$10K – 1036
2022
Q1 		$10K Hold
180
– – ﹤0.01% 597
2021
Q4 		$13K Hold
180
– – ﹤0.01% 528
2021
Q3 		$11K Buy
+180
New +$11.3K ﹤0.01% 577

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SOA Wealth Advisors's UHAL Position: Q2 2022 in Review

SOA Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 180 shares — an estimated $10K sold.

SOA Wealth Advisors first reported a position in UHAL in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

  • SOA Wealth Advisors reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 180 U-Haul Holding Co shares in Q2 2022, an estimated $10K.
  • SOA Wealth Advisors first reported a position in U-Haul Holding Co in Q3 2021 and held it in 3 quarters.
  • SOA Wealth Advisors's U-Haul Holding Co position peaked at $13K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.