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Leonteq Securities AG’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Leonteq Securities AG’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-747
Closed -$39.6K – 1336
2022
Q4 		$39.6K Buy
+747
New +$43.3K ﹤0.01% 865

Other funds holding UHAL.B

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
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Leonteq Securities AG's UHAL.B Position: Q1 2023 in Review

Leonteq Securities AG sold out of U-Haul Holding Co Series N (UHAL.B) in Q1 2023, closing a stake of 747 shares — an estimated $39.6K sold.

Leonteq Securities AG first reported a position in UHAL.B in Q4 2022 and held it in 1 quarter. The position peaked at $39.6K in Q4 2022. 278 funds tracked by Wall St. Rank hold UHAL.B as of Q1 2023.

  • Leonteq Securities AG reported no remaining U-Haul Holding Co Series N position as of Q1 2023 after selling out during the quarter.
  • Leonteq Securities AG sold 747 U-Haul Holding Co Series N shares in Q1 2023, an estimated $39.6K.
  • Leonteq Securities AG first reported a position in U-Haul Holding Co Series N in Q4 2022 and held it in 1 quarter.
  • Leonteq Securities AG's U-Haul Holding Co Series N position peaked at $39.6K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q1 2023.

Based on Leonteq Securities AG's 13F filing for Q1 2023, filed 11 Mar 2026.