Toth Financial Advisory’s U-Haul Holding Co UHAL Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-9	Closed	-$492	–	792
2023 Q3	$492	Buy	+9	New	+$523	﹤0.01%	729

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Toth Financial Advisory's UHAL Position: Q4 2023 in Review

Toth Financial Advisory sold out of U-Haul Holding Co (UHAL) in Q4 2023, closing a stake of 9 shares — an estimated $492 sold.

Toth Financial Advisory first reported a position in UHAL in Q3 2023 and held it in 1 quarter. The position peaked at $492 in Q3 2023. 194 funds tracked by Wall St. Rank hold UHAL as of Q4 2023.

Toth Financial Advisory reported no remaining U-Haul Holding Co position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 9 U-Haul Holding Co shares in Q4 2023, an estimated $492.
Toth Financial Advisory first reported a position in U-Haul Holding Co in Q3 2023 and held it in 1 quarter.
Toth Financial Advisory's U-Haul Holding Co position peaked at $492 in Q3 2023.
194 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.