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Leonteq Securities AG’s U-Haul Holding Co UHAL Stock Holding History

Leonteq Securities AG’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
2023
Q3 		– Sell
-83
Closed -$4.59K – 1295
2023
Q2 		$4.59K Hold
83
– – ﹤0.01% 1114
2023
Q1 		$4.96K Hold
83
– – ﹤0.01% 1103
2022
Q4 		$4.96K Sell
83
-377
-82% -$21.7K ﹤0.01% 1134
2022
Q3 		$23.4K Sell
460
-240
-34% -$12.6K ﹤0.01% 933
2022
Q2 		$33.5K Buy
700
+480
+218% +$24.8K ﹤0.01% 900
2022
Q1 		$13.1K Buy
220
+30
+16% +$1.85K ﹤0.01% 1069
2021
Q4 		$13.8K Sell
190
-580
-75% -$41.8K ﹤0.01% 1124
2021
Q3 		$49.7K Buy
770
+140
+22% +$8.78K ﹤0.01% 853
2021
Q2 		$37.1K Buy
630
+190
+43% +$11.1K ﹤0.01% 875
2021
Q1 		$27K Buy
+440
New +$23.4K ﹤0.01% 849

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
SI
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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leonteq Securities AG's UHAL Position: Q3 2023 in Review

Leonteq Securities AG sold out of U-Haul Holding Co (UHAL) in Q3 2023, closing a stake of 83 shares — an estimated $4.59K sold.

Leonteq Securities AG first reported a position in UHAL in Q1 2021 and held it in 10 quarters. The position peaked at $49.7K in Q3 2021. 177 funds tracked by Wall St. Rank hold UHAL as of Q3 2023.

  • Leonteq Securities AG reported no remaining U-Haul Holding Co position as of Q3 2023 after selling out during the quarter.
  • Leonteq Securities AG sold 83 U-Haul Holding Co shares in Q3 2023, an estimated $4.59K.
  • Leonteq Securities AG first reported a position in U-Haul Holding Co in Q1 2021 and held it in 10 quarters.
  • Leonteq Securities AG's U-Haul Holding Co position peaked at $49.7K in Q3 2021.
  • 177 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2023.

Based on Leonteq Securities AG's 13F filing for Q3 2023, filed 11 Mar 2026.