Wealthcare Advisory Partners’s U-Haul Holding Co UHAL Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-40	Closed	-$2K	–	1781
2021 Q1	$2K	Buy	+40	New	+$2.13K	﹤0.01%	1924
2020 Q2	–	Sell	-40	Closed	-$1K	–	1283
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	1437
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1284
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1246
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1205
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	1180
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	1166
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	1198
2018 Q2	$1K	Hold	40	–	–	﹤0.01%	1192
2018 Q1	$1K	Sell	40 -60	-60%	-$2.13K	﹤0.01%	1036
2017 Q4	$4K	Buy	100 +60	+150%	+$2.24K	﹤0.01%	841
2017 Q3	$1K	Buy	+40	New	+$1.49K	﹤0.01%	850

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

Wealthcare Advisory Partners's UHAL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of U-Haul Holding Co (UHAL) in Q2 2021, closing a stake of 40 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in UHAL in Q3 2017 and held it in 12 quarters. The position peaked at $4K in Q4 2017. 281 funds tracked by Wall St. Rank hold UHAL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining U-Haul Holding Co position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 40 U-Haul Holding Co shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in U-Haul Holding Co in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's U-Haul Holding Co position peaked at $4K in Q4 2017.
281 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.