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U Haul Holding Company Ser N shares owned by GW & Wade

Quarter-by-quarter ownership of U Haul Holding Company Ser N (UHAL.B) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in U Haul Holding Company Ser N

Jul 2023Aug 2023Sep 2023Oct 2023Nov 2023Dec 2023Jan 2024600k700k800k900k12k12.5k13k
Value ($)Share countHistorical UHAL.B position of GW & Wade Source: stockzoa.comValue ($)Share count

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All positions including U Haul Holding Company Ser N held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U Haul Holding Company Ser N by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $925k 13k 70.46
2023-09-30 $618k 12k 52.37
2023-06-30 $666k 13k 50.69

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Top funds holding U Haul Holding Company Ser N

Vanguard Group
Yacktman Asset Management
BlackRock
Dimensional Fund Advisors
FMR
Abrams Capital Management
Smead Capital Management
State Street Corporation
Southpoint Capital Advisors
Reinhart Mahoney Capital Management
Hotchkis and Wiley Capital Management
Geode Capital Management
Artisan Partners Limited Partnership
Trian Fund Management
Scharf Investments

View all funds holding U Haul Holding Company Ser N