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Lombard Odier Asset Management (Switzerland)’s U-Haul Holding Co UHAL Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2021
Q3 		– Sell
-5,760
Closed -$339K – 462
2021
Q2 		$339K Sell
5,760
-12,530
-69% -$734K 0.02% 406
2021
Q1 		$1.12M Buy
+18,290
New +$973K 0.07% 150

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s UHAL Position: Q3 2021 in Review

Lombard Odier Asset Management (Switzerland) sold out of U-Haul Holding Co (UHAL) in Q3 2021, closing a stake of 5,760 shares — an estimated $339K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in UHAL in Q1 2021 and held it in 2 quarters. The position peaked at $1.12M in Q1 2021. 291 funds tracked by Wall St. Rank hold UHAL as of Q3 2021.

  • Lombard Odier Asset Management (Switzerland) reported no remaining U-Haul Holding Co position as of Q3 2021 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 5,760 U-Haul Holding Co shares in Q3 2021, an estimated $339K.
  • Lombard Odier Asset Management (Switzerland) first reported a position in U-Haul Holding Co in Q1 2021 and held it in 2 quarters.
  • Lombard Odier Asset Management (Switzerland)'s U-Haul Holding Co position peaked at $1.12M in Q1 2021.
  • 291 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2021.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q3 2021, filed 12 Nov 2021.