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U Haul Holding Company Ser N shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of U Haul Holding Company Ser N (UHAL.B) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in U Haul Holding Company Ser N

Tip: Access up to 7 years of quarterly data

All positions including U Haul Holding Company Ser N held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U Haul Holding Company Ser N by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $281k 3.9k 72.00
2023-12-31 $224k 3.2k 70.44

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Top funds holding U Haul Holding Company Ser N

Vanguard Group
Yacktman Asset Management
BlackRock
BlackRock
Dimensional Fund Advisors
Abrams Capital Management
Smead Capital Management
State Street Corporation
Southpoint Capital Advisors
Geode Capital Management
Hotchkis and Wiley Capital Management
Barrow, Hanley, Mewhinney & Strauss
Artisan Partners Limited Partnership
Reinhart Mahoney Capital Management
Trian Fund Management

View all funds holding U Haul Holding Company Ser N