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

Vontobel Holding’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 Q1	–	Sell	-7,590	Closed	-$548K	–	1138
2021 Q4	$548K	Buy	+7,590	New	+$546K	﹤0.01%	792
2021 Q3	–	Sell	-3,710	Closed	-$217K	–	1229
2021 Q2	$217K	Buy	+3,710	New	+$217K	﹤0.01%	1021

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Vontobel Holding's UHAL Position: Q1 2022 in Review

Vontobel Holding sold out of U-Haul Holding Co (UHAL) in Q1 2022, closing a stake of 7,590 shares — an estimated $548K sold.

Vontobel Holding first reported a position in UHAL in Q2 2021 and held it in 2 quarters. The position peaked at $548K in Q4 2021. 306 funds tracked by Wall St. Rank hold UHAL as of Q1 2022.

Vontobel Holding reported no remaining U-Haul Holding Co position as of Q1 2022 after selling out during the quarter.
Vontobel Holding sold 7,590 U-Haul Holding Co shares in Q1 2022, an estimated $548K.
Vontobel Holding first reported a position in U-Haul Holding Co in Q2 2021 and held it in 2 quarters.
Vontobel Holding's U-Haul Holding Co position peaked at $548K in Q4 2021.
306 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2022.

Based on Vontobel Holding's 13F filing for Q1 2022, filed 13 May 2022.