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Sowell Financial Services’s U-Haul Holding Co UHAL Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-10,320
Closed -$631K – 2586
2021
Q1 		$631K Buy
10,320
+30
+0.3% +$1.6K 0.02% 557
2020
Q4 		$467K Buy
10,290
+3,200
+45% +$127K 0.02% 543
2020
Q3 		$252K Sell
7,090
-180
-2% -$6.13K 0.01% 663
2020
Q2 		$220K Sell
7,270
-220
-3% -$6.45K 0.01% 683
2020
Q1 		$218K Buy
7,490
+670
+10% +$22.6K 0.02% 626
2019
Q4 		$256K Buy
6,820
+1,300
+24% +$49.3K 0.02% 638
2019
Q3 		$215K Buy
+5,520
New +$204K 0.02% 620

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Sowell Financial Services's UHAL Position: Q2 2021 in Review

Sowell Financial Services sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 10,320 shares — an estimated $631K sold.

Sowell Financial Services first reported a position in UHAL in Q3 2019 and held it in 7 quarters. The position peaked at $631K in Q1 2021. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

  • Sowell Financial Services reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 10,320 U-Haul Holding Co shares in Q2 2021, an estimated $631K.
  • Sowell Financial Services first reported a position in U-Haul Holding Co in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's U-Haul Holding Co position peaked at $631K in Q1 2021.
  • 281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.