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WealthStone’s U-Haul Holding Co UHAL Stock Holding History

WealthStone’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
Q1 		$232K Buy
+3,800
New +$202K 0.08% 217

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

WealthStone's UHAL Position: Q1 2021 in Review

WealthStone opened a new position in U-Haul Holding Co (UHAL) in Q1 2021: 3,800 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #217 among its holdings.

276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

  • WealthStone held 3,800 shares of U-Haul Holding Co worth $232K as of Q1 2021.
  • U-Haul Holding Co was a new WealthStone position in Q1 2021.
  • U-Haul Holding Co made up 0.08% of WealthStone's portfolio in Q1 2021, its #217 holding.
  • 276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.