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Amer shares owned by Atria Investments

Quarter-by-quarter ownership of Amer (UHAL) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $843k 11k 77.48
2024-06-30 $628k 10k 61.73
2018-12-31 $220k 672 327.38
2018-09-30 $239k 670 356.72
2018-06-30 $319k 895 356.42

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Amer

Vanguard Group
Scharf Investments
Southpoint Capital Advisors
Smead Capital Management
Trian Fund Management
Yacktman Asset Management
BlackRock
BlackRock
Dimensional Fund Advisors
Lord, Abbett & Co
State Street Corporation
Geode Capital Management
Morgan Stanley
Old West Investment Management
AQR Capital Management

View all funds holding Amer