Swedbank
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Swedbank’s U-Haul Holding Co UHAL Stock Holding History

Swedbank’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
2024
Q1 		– Sell
-3,001
Closed -$215K – 704
2023
Q4 		$215K Sell
3,001
-89
-3% -$5.05K ﹤0.01% 689
2023
Q3 		$169K Buy
3,090
+26
+0.8% +$1.51K ﹤0.01% 690
2023
Q2 		$170K Sell
3,064
-365
-11% -$21.4K ﹤0.01% 689
2023
Q1 		$205K Sell
3,429
-289
-8% -$18.2K ﹤0.01% 695
2022
Q4 		$224K Sell
3,718
-33,462
-90% -$1.92M ﹤0.01% 690
2022
Q3 		$1.89M Sell
37,180
-2,840
-7% -$149K ﹤0.01% 590
2022
Q2 		$1.91M Sell
40,020
-2,830
-7% -$146K ﹤0.01% 604
2022
Q1 		$2.56M Buy
42,850
+1,180
+3% +$72.7K ﹤0.01% 605
2021
Q4 		$3.01M Hold
41,670
– – 0.01% 606
2021
Q3 		$2.69M Buy
41,670
+210
+0.5% +$13.2K 0.01% 614
2021
Q2 		$2.44M Sell
41,460
-1,880
-4% -$110K ﹤0.01% 631
2021
Q1 		$2.66M Buy
+43,340
New +$2.31M 0.01% 614

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Swedbank's UHAL Position: Q1 2024 in Review

Swedbank sold out of U-Haul Holding Co (UHAL) in Q1 2024, closing a stake of 3,001 shares — an estimated $215K sold.

Swedbank first reported a position in UHAL in Q1 2021 and held it in 12 quarters. The position peaked at $3.01M in Q4 2021. 198 funds tracked by Wall St. Rank hold UHAL as of Q1 2024.

  • Swedbank reported no remaining U-Haul Holding Co position as of Q1 2024 after selling out during the quarter.
  • Swedbank sold 3,001 U-Haul Holding Co shares in Q1 2024, an estimated $215K.
  • Swedbank first reported a position in U-Haul Holding Co in Q1 2021 and held it in 12 quarters.
  • Swedbank's U-Haul Holding Co position peaked at $3.01M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2024.

Based on Swedbank's 13F filing for Q1 2024, filed 13 May 2024.