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BOK Financial’s U-Haul Holding Co UHAL Stock Holding History

BOK Financial’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,540
Closed -$791K – 945
2022
Q3 		$791K Buy
15,540
+300
+2% +$15.7K 0.02% 554
2022
Q2 		$729K Buy
15,240
+1,370
+10% +$70.8K 0.01% 605
2022
Q1 		$828K Buy
+13,870
New +$855K 0.01% 624

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial's UHAL Position: Q4 2022 in Review

BOK Financial sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 15,540 shares — an estimated $791K sold.

BOK Financial first reported a position in UHAL in Q1 2022 and held it in 3 quarters. The position peaked at $828K in Q1 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • BOK Financial reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • BOK Financial sold 15,540 U-Haul Holding Co shares in Q4 2022, an estimated $791K.
  • BOK Financial first reported a position in U-Haul Holding Co in Q1 2022 and held it in 3 quarters.
  • BOK Financial's U-Haul Holding Co position peaked at $828K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on BOK Financial's 13F filing for Q4 2022, filed 13 Feb 2023.