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

Pictet 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
2022
Q4 		– Sell
-38,800
Closed -$1.98M – 2016
2022
Q3 		$1.98M Sell
38,800
-1,600
-4% -$83.8K ﹤0.01% 931
2022
Q2 		$1.93M Buy
40,400
+2,000
+5% +$103K ﹤0.01% 946
2022
Q1 		$2.29M Sell
38,400
-900
-2% -$55.5K ﹤0.01% 948
2021
Q4 		$2.85M Buy
39,300
+2,380
+6% +$171K ﹤0.01% 949
2021
Q3 		$2.38M Buy
+36,920
New +$2.31M ﹤0.01% 977

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UHAL Position: Q4 2022 in Review

Pictet Asset Management (Switzerland) sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 38,800 shares — an estimated $1.98M sold.

Pictet Asset Management (Switzerland) first reported a position in UHAL in Q3 2021 and held it in 5 quarters. The position peaked at $2.85M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Pictet Asset Management (Switzerland) reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Pictet Asset Management (Switzerland) sold 38,800 U-Haul Holding Co shares in Q4 2022, an estimated $1.98M.
  • Pictet Asset Management (Switzerland) first reported a position in U-Haul Holding Co in Q3 2021 and held it in 5 quarters.
  • Pictet Asset Management (Switzerland)'s U-Haul Holding Co position peaked at $2.85M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q4 2022, filed 13 Feb 2023.