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Sugarloaf Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Sugarloaf Wealth Management’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
Q3 		– Sell
-1,010
Closed -$48K – 885
2022
Q2 		$48K Buy
1,010
+10
+1% +$517 0.01% 293
2022
Q1 		$60K Buy
+1,000
New +$61.6K 0.01% 258

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's UHAL Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 1,010 shares — an estimated $48K sold.

Sugarloaf Wealth Management first reported a position in UHAL in Q1 2022 and held it in 2 quarters. The position peaked at $60K in Q1 2022. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,010 U-Haul Holding Co shares in Q3 2022, an estimated $48K.
  • Sugarloaf Wealth Management first reported a position in U-Haul Holding Co in Q1 2022 and held it in 2 quarters.
  • Sugarloaf Wealth Management's U-Haul Holding Co position peaked at $60K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.