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Wealth Quarterback’s U-Haul Holding Co UHAL Stock Holding History

Wealth Quarterback’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 		$21K Buy
330
+10
+3% +$627 0.01% 354
2021
Q2 		$20K Buy
+320
New +$18.8K 0.01% 356
2020
Q2 		– Sell
-5,360
Closed -$145K – 729
2020
Q1 		$145K Sell
5,360
-831,450
-99% -$28.1M 0.13% 129
2019
Q4 		$376K Buy
+836,810
New +$31.8M 0.33% 66

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

Wealth Quarterback's UHAL Position: Q3 2021 in Review

Wealth Quarterback increased its U-Haul Holding Co (UHAL) stake by 3.1% in Q3 2021, buying an estimated $627 and bringing the position to 330 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #354.

Wealth Quarterback first reported a position in UHAL in Q4 2019 and has held it in 4 quarters since. The position peaked at $376K in Q4 2019. 291 funds tracked by Wall St. Rank hold UHAL as of Q3 2021.

  • Wealth Quarterback held 330 shares of U-Haul Holding Co worth $21K as of Q3 2021.
  • Wealth Quarterback bought 10 U-Haul Holding Co shares in Q3 2021, an estimated $627.
  • U-Haul Holding Co made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #354 holding.
  • Wealth Quarterback first reported a position in U-Haul Holding Co in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's U-Haul Holding Co position peaked at $376K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.