Steward Financial Group’s U-Haul Holding Co UHAL Stock Holding History

Steward Financial Group’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
2023 Q3	$1K	Buy	+19	New	+$1.1K	﹤0.01%	1271
2023 Q2	–	Sell	-19	Closed	-$1K	–	977
2023 Q1	$1K	Sell	19 -6	-24%	-$378	﹤0.01%	666
2022 Q4	$1K	Buy	+25	New	+$1.44K	﹤0.01%	486
2022 Q3	–	Sell	-10	Closed	–	–	1241
2022 Q2	$0	Buy	+10	New	+$517	﹤0.01%	1382

Other funds holding UHAL

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

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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Financial Group's UHAL Position: Q3 2023 in Review

Steward Financial Group opened a new position in U-Haul Holding Co (UHAL) in Q3 2023: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UHAL as recently as Q1 2023.

Steward Financial Group first reported a position in UHAL in Q2 2022 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

Steward Financial Group held 19 shares of U-Haul Holding Co worth $1K as of Q3 2023.
U-Haul Holding Co was a new Steward Financial Group position in Q3 2023.
U-Haul Holding Co made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1271 holding.
Steward Financial Group first reported a position in U-Haul Holding Co in Q2 2022 and has held it in 4 quarters since.
177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.