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UHAL icon

Surevest’s U-Haul Holding Co UHAL Stock Holding History

Surevest’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 		$5K Hold
90
– – ﹤0.01% 325
2022
Q2 		$4K Hold
90
– – ﹤0.01% 364
2022
Q1 		$5K Hold
90
– – ﹤0.01% 326
2021
Q4 		$7K Buy
+90
New +$6.48K ﹤0.01% 304
2019
Q2 		– Sell
-5,680
Closed -$211K – 138
2019
Q1 		$211K Sell
5,680
-3,980
-41% -$145K 0.13% 118
2018
Q4 		$317K Buy
+9,660
New +$326K 0.25% 80

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

Surevest's UHAL Position: Q3 2022 in Review

Surevest held its U-Haul Holding Co (UHAL) position steady in Q3 2022 at 90 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Surevest first reported a position in UHAL in Q4 2018 and has held it in 6 quarters since. The position peaked at $317K in Q4 2018. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

  • Surevest held 90 shares of U-Haul Holding Co worth $5K as of Q3 2022.
  • Surevest left its U-Haul Holding Co share count unchanged in Q3 2022.
  • U-Haul Holding Co made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #325 holding.
  • Surevest first reported a position in U-Haul Holding Co in Q4 2018 and has held it in 6 quarters since.
  • Surevest's U-Haul Holding Co position peaked at $317K in Q4 2018.
  • 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.