Zions Bancorporation’s U-Haul Holding Co UHAL Stock Holding History

Zions Bancorporation’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 Q4	$345	Hold	5	–	–	﹤0.01%	845
2024 Q3	$387	Hold	5	–	–	﹤0.01%	849
2024 Q2	$309	Sell	5 -4	-44%	-$260	﹤0.01%	903
2024 Q1	$608	Hold	9	–	–	﹤0.01%	868
2023 Q4	$646	Hold	9	–	–	﹤0.01%	865
2023 Q3	$491	Hold	9	–	–	﹤0.01%	869
2023 Q2	$498	Hold	9	–	–	﹤0.01%	871
2023 Q1	$537	Hold	9	–	–	﹤0.01%	876
2022 Q4	$542	Sell	9 -81	-90%	-$4.66K	﹤0.01%	1028
2022 Q3	$5K	Hold	90	–	–	﹤0.01%	786
2022 Q2	$4K	Hold	90	–	–	﹤0.01%	911
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	973
2021 Q4	$7K	Hold	90	–	–	﹤0.01%	810
2021 Q3	$6K	Hold	90	–	–	﹤0.01%	810
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	837
2021 Q1	$6K	Hold	90	–	–	﹤0.01%	794
2020 Q4	$4K	Hold	90	–	–	﹤0.01%	823
2020 Q3	$3K	Hold	90	–	–	﹤0.01%	898
2020 Q2	$3K	Buy	+90	New	+$2.64K	﹤0.01%	818
2017 Q4	–	Sell	-30	Closed	-$1K	–	950
2017 Q3	$1K	Buy	+30	New	+$1.12K	﹤0.01%	1047
2017 Q2	–	Sell	-30	Closed	-$1K	–	728
2017 Q1	$1K	Buy	+30	New	+$1.13K	﹤0.01%	696

Other funds holding UHAL

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Zions Bancorporation's UHAL Position: Q4 2024 in Review

Zions Bancorporation held its U-Haul Holding Co (UHAL) position steady in Q4 2024 at 5 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Zions Bancorporation first reported a position in UHAL in Q1 2017 and has held it in 21 quarters since. The position peaked at $7K in Q4 2021. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2024.

Zions Bancorporation held 5 shares of U-Haul Holding Co worth $345 as of Q4 2024.
Zions Bancorporation left its U-Haul Holding Co share count unchanged in Q4 2024.
U-Haul Holding Co made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #845 holding.
Zions Bancorporation first reported a position in U-Haul Holding Co in Q1 2017 and has held it in 21 quarters since.
Zions Bancorporation's U-Haul Holding Co position peaked at $7K in Q4 2021.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.