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Amer shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Amer (UHAL) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $104k 1.3k 77.47
2024-06-30 $89k 1.3k 66.79
2024-03-31 $131k 2.1k 63.23
2023-12-31 $1.1M 15k 71.80
2023-09-30 $2.3M 42k 54.57
2023-06-30 $2.5M 44k 55.32
2023-03-31 $2.2M 38k 59.65
2022-12-31 $49k 818 60.19

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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