Swiss Life Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Swiss Life Asset Management’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 Q2	–	Sell	-6,400	Closed	-$382K	–	667
2022 Q1	$382K	Hold	6,400	–	–	0.01%	533
2021 Q4	$465K	Hold	6,400	–	–	0.01%	512
2021 Q3	$413K	Buy	+6,400	New	+$401K	0.01%	511
2021 Q2	–	Sell	-15,860	Closed	-$972K	–	551
2021 Q1	$972K	Buy	+15,860	New	+$844K	0.01%	448
2019 Q4	–	Sell	-30,350	Closed	-$1.18M	–	533
2019 Q3	$1.18M	Buy	30,350 +12,730	+72%	+$470K	0.02%	390
2019 Q2	$667K	Hold	17,620	–	–	0.01%	431
2019 Q1	$655K	Buy	+17,620	New	+$640K	0.01%	398
2018 Q4	–	Sell	-55,740	Closed	-$1.99M	–	452
2018 Q3	$1.99M	Buy	+55,740	New	+$2.06M	0.03%	320

Other funds holding UHAL

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Swiss Life Asset Management's UHAL Position: Q2 2022 in Review

Swiss Life Asset Management sold out of U-Haul Holding Co (UHAL) in Q2 2022, closing a stake of 6,400 shares — an estimated $382K sold.

Swiss Life Asset Management first reported a position in UHAL in Q3 2018 and held it in 8 quarters. The position peaked at $1.99M in Q3 2018. 290 funds tracked by Wall St. Rank hold UHAL as of Q2 2022.

Swiss Life Asset Management reported no remaining U-Haul Holding Co position as of Q2 2022 after selling out during the quarter.
Swiss Life Asset Management sold 6,400 U-Haul Holding Co shares in Q2 2022, an estimated $382K.
Swiss Life Asset Management first reported a position in U-Haul Holding Co in Q3 2018 and held it in 8 quarters.
Swiss Life Asset Management's U-Haul Holding Co position peaked at $1.99M in Q3 2018.
290 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2022.

Based on Swiss Life Asset Management's 13F filing for Q2 2022, filed 9 Dec 2025.