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Corient Capital Partners’s U-Haul Holding Co UHAL Stock Holding History

Corient Capital Partners’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
Q3 		$276K Hold
5,770
– – 0.02% 491
2022
Q2 		$276K Buy
+5,770
New +$298K 0.02% 500

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 $7.5B AUM 22.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Capital Partners's UHAL Position: Q3 2022 in Review

Corient Capital Partners held its U-Haul Holding Co (UHAL) position steady in Q3 2022 at 5,770 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #491.

Corient Capital Partners first reported a position in UHAL in Q2 2022 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

  • Corient Capital Partners held 5,770 shares of U-Haul Holding Co worth $276K as of Q3 2022.
  • Corient Capital Partners left its U-Haul Holding Co share count unchanged in Q3 2022.
  • U-Haul Holding Co made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #491 holding.
  • Corient Capital Partners first reported a position in U-Haul Holding Co in Q2 2022 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.