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

TFO 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
2024
Q2 		– Sell
-2
Closed -$135 – 702
2024
Q1 		$135 Hold
2
– – ﹤0.01% 583
2023
Q4 		$144 Hold
2
– – ﹤0.01% 733
2023
Q3 		$111 Hold
2
– – ﹤0.01% 959
2023
Q2 		$111 Hold
2
– – ﹤0.01% 644
2023
Q1 		$119 Sell
2
-285
-99% -$17.9K ﹤0.01% 610
2022
Q4 		$5K Buy
+287
New +$16.5K ﹤0.01% 166

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's UHAL Position: Q2 2024 in Review

TFO Wealth Partners sold out of U-Haul Holding Co (UHAL) in Q2 2024, closing a stake of 2 shares — an estimated $135 sold.

TFO Wealth Partners first reported a position in UHAL in Q4 2022 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

  • TFO Wealth Partners reported no remaining U-Haul Holding Co position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 U-Haul Holding Co shares in Q2 2024, an estimated $135.
  • TFO Wealth Partners first reported a position in U-Haul Holding Co in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's U-Haul Holding Co position peaked at $5K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.