Cullen/Frost Bankers’s U-Haul Holding Co UHAL Stock Holding History

Cullen/Frost Bankers’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 Q4	–	Sell	-2	Closed	-$155	–	1451
2024 Q3	$155	Buy	+2	New	+$137	﹤0.01%	1201

Other funds holding UHAL

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

SCA

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

SCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cullen/Frost Bankers's UHAL Position: Q4 2024 in Review

Cullen/Frost Bankers sold out of U-Haul Holding Co (UHAL) in Q4 2024, closing a stake of 2 shares — an estimated $155 sold.

Cullen/Frost Bankers first reported a position in UHAL in Q3 2024 and held it in 1 quarter. The position peaked at $155 in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

Cullen/Frost Bankers reported no remaining U-Haul Holding Co position as of Q4 2024 after selling out during the quarter.
Cullen/Frost Bankers sold 2 U-Haul Holding Co shares in Q4 2024, an estimated $155.
Cullen/Frost Bankers first reported a position in U-Haul Holding Co in Q3 2024 and held it in 1 quarter.
Cullen/Frost Bankers's U-Haul Holding Co position peaked at $155 in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Cullen/Frost Bankers's 13F filing for Q4 2024, filed 6 Feb 2025.