CIBC World Market
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CIBC World Market’s U-Haul Holding Co UHAL Stock Holding History

CIBC World Market’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
2024
Q1 		– Sell
-36,462
Closed -$2.62M – 1385
2023
Q4 		$2.62M Sell
36,462
-507
-1% -$28.7K 0.01% 544
2023
Q3 		$2.02M Sell
36,969
-1,657
-4% -$96.2K 0.01% 560
2023
Q2 		$2.14M Buy
38,626
+7,049
+22% +$413K 0.01% 574
2023
Q1 		$1.88M Buy
31,577
+7,385
+31% +$465K 0.01% 604
2022
Q4 		$1.46M Buy
24,192
+9,332
+63% +$537K 0.01% 674
2022
Q3 		$757K Buy
14,860
+1,530
+11% +$80.2K ﹤0.01% 787
2022
Q2 		$637K Buy
13,330
+9,540
+252% +$493K ﹤0.01% 824
2022
Q1 		$226K Hold
3,790
– – ﹤0.01% 1169
2021
Q4 		$275K Sell
3,790
-790
-17% -$56.9K ﹤0.01% 1154
2021
Q3 		$296K Buy
4,580
+60
+1% +$3.76K ﹤0.01% 1133
2021
Q2 		$266K Sell
4,520
-1,570
-26% -$92K ﹤0.01% 1178
2021
Q1 		$373K Buy
6,090
+1,390
+30% +$73.9K ﹤0.01% 1036
2020
Q4 		$213K Buy
+4,700
New +$187K ﹤0.01% 1184
2017
Q4 		– Sell
-11,210
Closed -$420K – 887
2017
Q3 		$420K Sell
11,210
-820
-7% -$30.6K ﹤0.01% 576
2017
Q2 		$440K Sell
12,030
-730
-6% -$26.5K ﹤0.01% 874
2017
Q1 		$486K Sell
12,760
-1,180
-8% -$44.3K ﹤0.01% 751
2016
Q4 		$515K Buy
+13,940
New +$478K ﹤0.01% 791
2015
Q4 		– Sell
-96,850
Closed -$3.81M – 937
2015
Q3 		$3.81M Buy
+96,850
New +$3.52M 0.02% 208
2014
Q3 		– Sell
-119,020
Closed -$3.46M – 774
2014
Q2 		$3.46M Sell
119,020
-2,420
-2% -$63.9K 0.01% 202
2014
Q1 		$2.82M Buy
121,440
+40,000
+49% +$925K 0.01% 230
2013
Q4 		$1.93M Buy
81,440
+15,430
+23% +$332K 0.01% 267
2013
Q3 		$1.22M Buy
+66,010
New +$1.14M 0.01% 296

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC World Market's UHAL Position: Q1 2024 in Review

CIBC World Market sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 36,462 shares — an estimated $2.62M sold.

CIBC World Market first reported a position in UHAL in Q3 2013 and held it in 22 quarters. The position peaked at $3.81M in Q3 2015. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

  • CIBC World Market reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
  • CIBC World Market sold 36,462 U-Haul Holding Co shares in Q1 2024, an estimated $2.62M.
  • CIBC World Market first reported a position in U-Haul Holding Co in Q3 2013 and held it in 22 quarters.
  • CIBC World Market's U-Haul Holding Co position peaked at $3.81M in Q3 2015.
  • 198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on CIBC World Market's 13F filing for Q1 2024, filed 13 May 2024.