Steward Partners Investment Advisory’s U-Haul Holding Co UHAL Stock Holding History

Steward Partners Investment Advisory’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	-120	Closed	-$7.4K	–	7408
2021 Q1	$7.4K	Buy	+120	New	+$6.38K	﹤0.01%	2891
2019 Q3	–	Sell	-30	Closed	-$1K	–	2773
2019 Q2	$1K	Buy	+30	New	+$1.14K	﹤0.01%	2558
2018 Q4	–	Sell	-30	Closed	-$1K	–	2080
2018 Q3	$1K	Buy	+30	New	+$1.11K	﹤0.01%	2535
2018 Q1	–	Sell	-10	Closed	–	–	2341
2017 Q4	$0	Buy	+10	New	+$374	﹤0.01%	1952

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ACM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Steward Partners Investment Advisory's UHAL Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 120 shares — an estimated $7.4K sold.

Steward Partners Investment Advisory first reported a position in UHAL in Q4 2017 and held it in 4 quarters. The position peaked at $7.4K in Q1 2021. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

Steward Partners Investment Advisory reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 120 U-Haul Holding Co shares in Q2 2021, an estimated $7.4K.
Steward Partners Investment Advisory first reported a position in U-Haul Holding Co in Q4 2017 and held it in 4 quarters.
Steward Partners Investment Advisory's U-Haul Holding Co position peaked at $7.4K in Q1 2021.
281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.