CI Private Wealth »

Amer shares owned by CI Private Wealth

Quarter-by-quarter ownership of Amer (UHAL) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amer by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $649k 9.7k 66.71
2024-09-30 $917k 12k 74.37
2024-06-30 $500k 8.2k 61.16

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for CI Private Wealth

Top funds holding Amer

Vanguard Group
Southpoint Capital Advisors
Trian Fund Management
Scharf Investments
Smead Capital Management
BlackRock
Norges Bank Investment Management
Yacktman Asset Management
Dimensional Fund Advisors
Lord, Abbett & Co
State Street Corporation
Geode Capital Management
Old West Investment Management
Parkwood
Two Sigma Advisers

View all funds holding Amer