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UHAL - AMERCO Stock Price, Fair Value and News
65.33
USD
+1.09
(+1.70%)
Market Closed
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UHAL
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Funds-Owners-Holders
Which funds bought or sold UHAL recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-01
BNP PARIBAS FINANCIAL MARKETS
REDUCED
Premium
Premium
Premium
Premium
11,893
2024-05-01
Janney Montgomery Scott LLC
ADDED
Premium
Premium
Premium
Premium
10,262
2024-05-01
CAPSTONE INVESTMENT ADVISORS, LLC
NEW
Premium
Premium
Premium
Premium
3,649
2024-05-01
Parkside Financial Bank & Trust
UNCHANGED
Premium
Premium
Premium
Premium
108
2024-05-01
Parkside Financial Bank & Trust
UNCHANGED
Premium
Premium
Premium
Premium
12.00
2024-05-01
Janney Capital Management LLC
REDUCED
Premium
Premium
Premium
Premium
7,682
2024-05-01
Blue Trust, Inc.
ADDED
Premium
Premium
Premium
Premium
397
2024-05-01
Blue Trust, Inc.
REDUCED
Premium
Premium
Premium
Premium
19.00
2024-05-01
Sachetta, LLC
UNCHANGED
Premium
Premium
Premium
Premium
12.00
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Harel Insurance Investments & Financial Services Ltd.
REDUCED
Premium
Premium
Premium
Premium
2,086
2024-04-30
Institute for Wealth Management, LLC.
REDUCED
Premium
Premium
Premium
Premium
14,064
2024-04-30
Institute for Wealth Management, LLC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
JFS WEALTH ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
132
2024-04-30
JFS WEALTH ADVISORS, LLC
UNCHANGED
Premium
Premium
Premium
Premium
20.00
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
54.00
2024-04-30
Avior Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
6.00
2024-04-30
Sequoia Financial Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
4,753
2024-04-30
Applied Fundamental Research, LLC
REDUCED
Premium
Premium
Premium
Premium
54,279
2024-04-30
Lodestone Wealth Management LLC
ADDED
Premium
Premium
Premium
Premium
4,259
2024-04-30
Valued Wealth Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
10.00
2024-04-30
Valued Wealth Advisors LLC
NEW
Premium
Premium
Premium
Premium
2.00
2024-04-30
Private Wealth Management Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
23.00
2024-04-30
Private Wealth Management Group, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1.00
Rows per page:
10
25
50
All
1–25 of 541
Which funds are the top buyers of UHAL?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
9,275,570
653,371,000
0.01%
YACKTMAN ASSET MANAGEMENT LP
7,398,460
521,148,000
4.85%
BlackRock Inc.
5,588,160
393,630,000
0.01%
DIMENSIONAL FUND ADVISORS LP
4,188,100
295,011,000
0.09%
ABRAMS CAPITAL MANAGEMENT, L.P.
3,663,240
258,039,000
8.02%
FMR LLC
3,348,340
235,857,000
0.02%
WELLINGTON MANAGEMENT GROUP LLP
3,025,610
213,124,000
0.04%
REINHART PARTNERS, LLC.
2,960,290
197,392,000
4.02%
STATE STREET CORP
2,281,120
160,682,000
0.01%
Smead Capital Management, Inc.
2,077,500
146,339,000
2.62%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in UHAL?
Fund Name
$ Value
% Port.
Bruce & Co., Inc.
37,780,500
13.18%
WILEN INVESTMENT MANAGEMENT CORP.
10,032,000
10.23%
ABRAMS CAPITAL MANAGEMENT, L.P.
258,039,000
8.02%
RK Asset Management, LLC
7,397,000
6.02%
YACKTMAN ASSET MANAGEMENT LP
521,148,000
4.85%
Harspring Capital Management, LLC
20,427,600
4.84%
REINHART PARTNERS, LLC.
197,392,000
4.02%
Diversified Investment Strategies, LLC
5,620,520
3.78%
THIRD AVENUE MANAGEMENT LLC
20,738,500
3.40%
WINMILL & CO. INC
10,099,000
3.24%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold UHAL
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
64,624,000
Southpoint Capital Advisors LP
53,709,100
NORGES BANK
19,684,800
Southpoint Capital Advisors LP
10,770,000
Parkwood LLC
6,061,000
FIRST TRUST ADVISORS LP
5,528,340
SUSQUEHANNA INTERNATIONAL GROUP, LLP
4,285,290
CITADEL ADVISORS LLC
2,859,000
Additions
Fund Name
% Increased
KBC Group NV
2,549
SJS Investment Consulting Inc.
1,666
BI Asset Management Fondsmaeglerselskab A/S
746
Tower Research Capital LLC (TRC)
615
Blue Trust, Inc.
443
TWO SIGMA INVESTMENTS, LP
402
CITIGROUP INC
269
Robeco Institutional Asset Management B.V.
242
Reductions
Fund Name
% Reduced
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-99.47
NATIXIS
-97.5
MILLENNIUM MANAGEMENT LLC
-96.64
MASSMUTUAL TRUST CO FSB/ADV
-83.33
MASSMUTUAL TRUST CO FSB/ADV
-83.33
K2 PRINCIPAL FUND, L.P.
-80.77
Blue Trust, Inc.
-80.61
Invesco Ltd.
-79.94
Sold off
Fund Name
$ Sold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
FIRST TRUST ADVISORS LP
-16,328,500
STANSBERRY ASSET MANAGEMENT, LLC
-8,654,930
Ergoteles LLC
-1,289,960
SEEYOND
-1,223,000
Brinker Capital Investments, LLC
-1,070,000
Tudor Investment Corp Et Al
-868,973