Valeo Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-20	Closed	-$1K	–	1744
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	1947
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	1622
2020 Q3	$1K	Sell	20 -100	-83%	-$3.41K	﹤0.01%	1536
2020 Q2	$4K	Buy	120 +40	+50%	+$1.17K	﹤0.01%	1628
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	1583
2019 Q4	$3K	Hold	80	–	–	﹤0.01%	1415
2019 Q3	$3K	Hold	80	–	–	﹤0.01%	1337
2019 Q2	$3K	Hold	80	–	–	﹤0.01%	1353
2019 Q1	$3K	Hold	80	–	–	﹤0.01%	1306
2018 Q4	$3K	Buy	80 +20	+33%	+$676	﹤0.01%	1226
2018 Q3	$2K	Buy	60 +10	+20%	+$369	﹤0.01%	1520
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1385
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	1363
2017 Q4	$2K	Buy	50 +30	+150%	+$1.12K	﹤0.01%	1219
2017 Q3	$1K	Buy	+20	New	+$747	﹤0.01%	1132

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Valeo Financial Advisors's UHAL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in UHAL in Q3 2017 and held it in 15 quarters. The position peaked at $4K in Q2 2020. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

Valeo Financial Advisors reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 20 U-Haul Holding Co shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in U-Haul Holding Co in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's U-Haul Holding Co position peaked at $4K in Q2 2020.
281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.