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

Lombard Odier Asset Management (USA)’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 		– Sell
-14,510
Closed -$694K – 452
2022
Q2 		$694K Buy
+14,510
New +$750K 0.03% 218
2021
Q1 		– Sell
-35,000
Closed -$1.59M – 387
2020
Q4 		$1.59M Sell
35,000
-69,490
-67% -$2.77M 0.08% 176
2020
Q3 		$3.72M Buy
+104,490
New +$3.56M 0.24% 96

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

Lombard Odier Asset Management (USA)'s UHAL Position: Q3 2022 in Review

Lombard Odier Asset Management (USA) sold out of U-Haul Holding Co (UHAL) in Q3 2022, closing a stake of 14,510 shares — an estimated $694K sold.

Lombard Odier Asset Management (USA) first reported a position in UHAL in Q3 2020 and held it in 3 quarters. The position peaked at $3.72M in Q3 2020. 289 funds tracked by Wall St. Rank hold UHAL as of Q3 2022.

  • Lombard Odier Asset Management (USA) reported no remaining U-Haul Holding Co position as of Q3 2022 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 14,510 U-Haul Holding Co shares in Q3 2022, an estimated $694K.
  • Lombard Odier Asset Management (USA) first reported a position in U-Haul Holding Co in Q3 2020 and held it in 3 quarters.
  • Lombard Odier Asset Management (USA)'s U-Haul Holding Co position peaked at $3.72M in Q3 2020.
  • 289 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2022.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2022, filed 14 Nov 2022.