CI Investments Inc
UHAL icon

CI Investments Inc’s U-Haul Holding Co UHAL Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-14
Closed -$1K – 1219
2025
Q3 		$1K Sell
14
-1
-7% -$59 ﹤0.01% 1282
2025
Q2 		$1K Sell
15
-1
-6% -$63 ﹤0.01% 1292
2025
Q1 		$1K Buy
16
+1
+7% +$69 ﹤0.01% 1302
2024
Q4 		$1K Sell
15
-1
-6% -$73 ﹤0.01% 1298
2024
Q3 		$1K Hold
16
– – ﹤0.01% 1274
2024
Q2 		$1K Buy
16
+3
+23% +$195 ﹤0.01% 1255
2024
Q1 		$1K Hold
13
– – ﹤0.01% 1285
2023
Q4 		$1K Buy
13
+2
+18% +$113 ﹤0.01% 1264
2023
Q3 		$1K Hold
11
– – ﹤0.01% 1292
2023
Q2 		$1K Buy
11
+10
+1,000% +$587 ﹤0.01% 1307
2023
Q1 		$0 Buy
+1
New +$63 ﹤0.01% 1310
2020
Q3 		– Sell
-9,100
Closed -$275K – 968
2020
Q2 		$275K Buy
+9,100
New +$267K ﹤0.01% 497

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CI Investments Inc's UHAL Position: Q4 2025 in Review

CI Investments Inc sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 14 shares — an estimated $1K sold.

CI Investments Inc first reported a position in UHAL in Q2 2020 and held it in 12 quarters. The position peaked at $275K in Q2 2020. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • CI Investments Inc reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 14 U-Haul Holding Co shares in Q4 2025, an estimated $1K.
  • CI Investments Inc first reported a position in U-Haul Holding Co in Q2 2020 and held it in 12 quarters.
  • CI Investments Inc's U-Haul Holding Co position peaked at $275K in Q2 2020.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.