CIBC Asset Management
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CIBC Asset Management’s U-Haul Holding Co UHAL Stock Holding History

CIBC Asset Management’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
-7,520
Closed -$383K – 1259
2022
Q3 		$383K Hold
7,520
– – ﹤0.01% 816
2022
Q2 		$360K Sell
7,520
-540
-7% -$27.9K ﹤0.01% 820
2022
Q1 		$481K Hold
8,060
– – ﹤0.01% 845
2021
Q4 		$585K Buy
8,060
+40
+0.5% +$2.88K ﹤0.01% 800
2021
Q3 		$518K Buy
8,020
+480
+6% +$30.1K ﹤0.01% 818
2021
Q2 		$444K Hold
7,540
– – ﹤0.01% 839
2021
Q1 		$462K Buy
7,540
+140
+2% +$7.45K ﹤0.01% 805
2020
Q4 		$336K Hold
7,400
– – ﹤0.01% 850
2020
Q3 		$263K Buy
7,400
+180
+2% +$6.13K ﹤0.01% 881
2020
Q2 		$218K Hold
7,220
– – ﹤0.01% 936
2020
Q1 		$210K Sell
7,220
-1,300
-15% -$43.9K ﹤0.01% 855
2019
Q4 		$320K Buy
8,520
+380
+5% +$14.4K ﹤0.01% 857
2019
Q3 		$317K Sell
8,140
-280
-3% -$10.3K ﹤0.01% 817
2019
Q2 		$319K Sell
8,420
-170
-2% -$6.48K ﹤0.01% 834
2019
Q1 		$319K Sell
8,590
-210
-2% -$7.63K ﹤0.01% 816
2018
Q4 		$289K Buy
8,800
+1,960
+29% +$66.2K ﹤0.01% 793
2018
Q3 		$244K Hold
6,840
– – ﹤0.01% 946
2018
Q2 		$244K Buy
6,840
+360
+6% +$12.5K ﹤0.01% 928
2018
Q1 		$224K Hold
6,480
– – ﹤0.01% 927
2017
Q4 		$245K Hold
6,480
– – ﹤0.01% 902
2017
Q3 		$243K Buy
6,480
+360
+6% +$13.4K ﹤0.01% 880
2017
Q2 		$224K Hold
6,120
– – ﹤0.01% 878
2017
Q1 		$233K Hold
6,120
– – ﹤0.01% 857
2016
Q4 		$226K Sell
6,120
-900
-13% -$30.9K ﹤0.01% 869
2016
Q3 		$228K Sell
7,020
-44,270
-86% -$1.58M ﹤0.01% 857
2016
Q2 		$1.92M Buy
51,290
+1,200
+2% +$43.4K 0.01% 383
2016
Q1 		$1.79M Buy
50,090
+44,150
+743% +$1.54M 0.01% 390
2015
Q4 		$231K Hold
5,940
– – ﹤0.01% 816
2015
Q3 		$234K Buy
+5,940
New +$216K ﹤0.01% 813

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 $8.09B AUM 19.03% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $23.1B AUM 49.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management's UHAL Position: Q4 2022 in Review

CIBC Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 7,520 shares — an estimated $383K sold.

CIBC Asset Management first reported a position in UHAL in Q3 2015 and held it in 29 quarters. The position peaked at $1.92M in Q2 2016. 213 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • CIBC Asset Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • CIBC Asset Management sold 7,520 U-Haul Holding Co shares in Q4 2022, an estimated $383K.
  • CIBC Asset Management first reported a position in U-Haul Holding Co in Q3 2015 and held it in 29 quarters.
  • CIBC Asset Management's U-Haul Holding Co position peaked at $1.92M in Q2 2016.
  • 213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on CIBC Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.