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USA Financial Formulas’s U-Haul Holding Co UHAL Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-70
Closed -$4K – 484
2021
Q2 		$4K Buy
+70
New +$4.1K ﹤0.01% 280

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

USA Financial Formulas's UHAL Position: Q3 2021 in Review

USA Financial Formulas sold out of U-Haul Holding Co (UHAL) in Q3 2021, closing a stake of 70 shares — an estimated $4K sold.

USA Financial Formulas first reported a position in UHAL in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 291 funds tracked by Wall St. Rank hold UHAL as of Q3 2021.

  • USA Financial Formulas reported no remaining U-Haul Holding Co position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 70 U-Haul Holding Co shares in Q3 2021, an estimated $4K.
  • USA Financial Formulas first reported a position in U-Haul Holding Co in Q2 2021 and held it in 1 quarter.
  • USA Financial Formulas's U-Haul Holding Co position peaked at $4K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.