Canandaigua National Corp’s U-Haul Holding Co UHAL Stock Holding History

Canandaigua National Corp’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 Q2	–	Sell	-3,430	Closed	-$205K	–	268
2022 Q1	$205K	Sell	3,430 -610	-15%	-$37.6K	0.03%	262
2021 Q4	$293K	Sell	4,040 -530	-12%	-$38.2K	0.04%	233
2021 Q3	$295K	Sell	4,570 -30	-0.7%	-$1.88K	0.05%	218
2021 Q2	$271K	Sell	4,600 -240	-5%	-$14.1K	0.04%	230
2021 Q1	$296K	Buy	+4,840	New	+$257K	0.05%	216

Other funds holding UHAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Canandaigua National Corp's UHAL Position: Q2 2022 in Review

Canandaigua National Corp sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 3,430 shares — an estimated $205K sold.

Canandaigua National Corp first reported a position in UHAL in Q1 2021 and held it in 5 quarters. The position peaked at $296K in Q1 2021. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

Canandaigua National Corp reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
Canandaigua National Corp sold 3,430 U-Haul Holding Co shares in Q2 2022, an estimated $205K.
Canandaigua National Corp first reported a position in U-Haul Holding Co in Q1 2021 and held it in 5 quarters.
Canandaigua National Corp's U-Haul Holding Co position peaked at $296K in Q1 2021.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Canandaigua National Corp's 13F filing for Q2 2022, filed 5 Jul 2022.