Stratos Wealth Partners’s U-Haul Holding Co UHAL Stock Holding History

Stratos Wealth Partners’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 Q1	–	Sell	-2,930	Closed	-$213K	–	1358
2021 Q4	$213K	Buy	+2,930	New	+$211K	﹤0.01%	1145
2018 Q2	–	Sell	-1,610	Closed	-$56K	–	2484
2018 Q1	$56K	Buy	1,610 +30	+2%	+$1.07K	﹤0.01%	1519
2017 Q4	$60K	Buy	+1,580	New	+$59.1K	﹤0.01%	1431
2016 Q3	–	Sell	-5,340	Closed	-$200K	–	719
2016 Q2	$200K	Buy	+5,340	New	+$193K	0.01%	573

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

YAM

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Stratos Wealth Partners's UHAL Position: Q1 2022 in Review

Stratos Wealth Partners sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 2,930 shares — an estimated $213K sold.

Stratos Wealth Partners first reported a position in UHAL in Q2 2016 and held it in 4 quarters. The position peaked at $213K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Stratos Wealth Partners reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Stratos Wealth Partners sold 2,930 U-Haul Holding Co shares in Q1 2022, an estimated $213K.
Stratos Wealth Partners first reported a position in U-Haul Holding Co in Q2 2016 and held it in 4 quarters.
Stratos Wealth Partners's U-Haul Holding Co position peaked at $213K in Q4 2021.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Stratos Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.