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TCI Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-1
Closed -$60 – 2114
2023
Q1 		$60 Hold
1
– – ﹤0.01% 2438
2022
Q4 		$60 Sell
1
-19
-95% -$1.09K ﹤0.01% 2426
2022
Q3 		$1K Buy
+20
New +$1.05K ﹤0.01% 2170
2017
Q4 		– Sell
-130
Closed -$5K – 1421
2017
Q3 		$5K Hold
130
– – ﹤0.01% 745
2017
Q2 		$5K Hold
130
– – ﹤0.01% 769
2017
Q1 		$5K Buy
+130
New +$4.89K ﹤0.01% 730

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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCI Wealth Advisors's UHAL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 1 share — an estimated $60 sold.

TCI Wealth Advisors first reported a position in UHAL in Q1 2017 and held it in 6 quarters. The position peaked at $5K in Q3 2017. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 U-Haul Holding Co share in Q2 2023, an estimated $60.
  • TCI Wealth Advisors first reported a position in U-Haul Holding Co in Q1 2017 and held it in 6 quarters.
  • TCI Wealth Advisors's U-Haul Holding Co position peaked at $5K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.