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

CIBC World Markets’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 Q3	–	Sell	-5,234	Closed	-$314K	–	744
2024 Q2	$314K	Buy	+5,234	New	+$341K	﹤0.01%	689

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

SCM

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Norges Bank Oslo, Norway $935B AUM

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

CIBC World Markets's UHAL Position: Q3 2024 in Review

CIBC World Markets sold out of U-Haul Holding Co (UHAL) in Q3 2024, closing a stake of 5,234 shares — an estimated $314K sold.

CIBC World Markets first reported a position in UHAL in Q2 2024 and held it in 1 quarter. The position peaked at $314K in Q2 2024. 200 funds tracked by Wall St. Rank hold UHAL as of Q3 2024.

CIBC World Markets reported no remaining U-Haul Holding Co position as of Q3 2024 after selling out during the quarter.
CIBC World Markets sold 5,234 U-Haul Holding Co shares in Q3 2024, an estimated $314K.
CIBC World Markets first reported a position in U-Haul Holding Co in Q2 2024 and held it in 1 quarter.
CIBC World Markets's U-Haul Holding Co position peaked at $314K in Q2 2024.
200 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2024.

Based on CIBC World Markets's 13F filing for Q3 2024, filed 13 Nov 2024.