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U Haul Holding Company Ser N shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of U Haul Holding Company Ser N (UHAL.B) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in U Haul Holding Company Ser N

Tip: Access up to 7 years of quarterly data

All positions including U Haul Holding Company Ser N held by Summit Trail Advisors 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $819k 16k 50.90
2025-06-30 $502k 9.2k 54.37

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Top funds holding U Haul Holding Company Ser N

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

View all funds holding U Haul Holding Company Ser N