TD Private Client Wealth’s U-Haul Holding Co UHAL Stock Holding History

TD Private Client Wealth’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 Q1	–	Sell	-10	Closed	-$454	–	1210
2020 Q4	$454	Hold	10	–	–	﹤0.01%	1091
2020 Q3	$356	Hold	10	–	–	﹤0.01%	1065
2020 Q2	$302	Hold	10	–	–	﹤0.01%	1072
2020 Q1	$291	Hold	10	–	–	﹤0.01%	1011
2019 Q4	$376	Buy	+10	New	+$380	﹤0.01%	1023

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

TD Private Client Wealth's UHAL Position: Q1 2021 in Review

TD Private Client Wealth sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 10 shares — an estimated $454 sold.

TD Private Client Wealth first reported a position in UHAL in Q4 2019 and held it in 5 quarters. The position peaked at $454 in Q4 2020. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

TD Private Client Wealth reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
TD Private Client Wealth sold 10 U-Haul Holding Co shares in Q1 2021, an estimated $454.
TD Private Client Wealth first reported a position in U-Haul Holding Co in Q4 2019 and held it in 5 quarters.
TD Private Client Wealth's U-Haul Holding Co position peaked at $454 in Q4 2020.
276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on TD Private Client Wealth's 13F filing for Q1 2021, filed 16 Aug 2024.