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

Wipfli 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
2022 Q3	$41K	Buy	+800	New	+$41.9K	﹤0.01%	1201

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's UHAL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in U-Haul Holding Co (UHAL) in Q3 2022: 800 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings.

289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

Wipfli Financial Advisors held 800 shares of U-Haul Holding Co worth $41K as of Q3 2022.
U-Haul Holding Co was a new Wipfli Financial Advisors position in Q3 2022.
U-Haul Holding Co made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1201 holding.
289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.