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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
201
Red Tortoise LLC
Georgia
$182 – – –
EP
202
Essential Partners
California
$182 +$188 +3 New
HIA
203
HFM Investment Advisors
New Jersey
$121 +$63 +1 +100%
PS
204
Principal Securities
Iowa
$121 +$125 +2 New
PWM
205
Parkworth Wealth Management
California
$61 – – –
PWMG
206
Private Wealth Management Group
New Jersey
$61 – – –
S
207
Sachetta
Massachusetts
$61 – – –
RWM
208
Rialto Wealth Management
New York
$61 +$63 +1 New
BHWM
209
Bay Harbor Wealth Management
Maryland
$60 – – –
SCM
210
Smead Capital Management
Arizona
– -$13.7M -209,649 Closed
AFR
211
Applied Fundamental Research
Massachusetts
– -$1.64M -25,087 Closed
DnB Asset Management
212
DnB Asset Management
Norway
– -$1.15M -19,510 Closed
Corient Private Wealth
213
Corient Private Wealth
Florida
– -$632K -9,988 Closed
A
214
AlphaQuest
New York
– -$576K -8,818 Closed
GAM
215
Gotham Asset Management
New York
– -$547K -8,374 Closed
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
– -$407K -6,514 Closed
OQS
217
Occudo Quantitative Strategies
Florida
– -$334K -5,142 Closed
SOW
218
State of Wyoming
Wyoming
– -$315K -4,818 Closed
LWM
219
Lodestone Wealth Management
Washington
– -$230K -3,525 Closed
SSA
220
Schonfeld Strategic Advisors
New York
– -$229K -3,500 Closed
I
221
InceptionR
California
– -$222K -3,399 Closed
RYIA
222
Roehl & Yi Investment Advisors
Oregon
– -$210K -3,212 Closed
CIAS
223
Capital Investment Advisory Services
North Carolina
– -$176K -2,690 Closed
TAM
224
Third Avenue Management
New York
– -$95.2K -1,456 Closed
HIIFS
225
Harel Insurance Investments & Financial Services
Israel
– -$77K -1,179 Closed