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Amer shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Amer (UHAL) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amer by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 20k 57.07
2025-06-30 $270k 4.5k 60.56
2018-03-31 $4.0k 3.7k 1.07
2017-12-31 $4.0k 11 363.64

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail Advisors

Top funds holding Amer

Vanguard Group
Southpoint Capital Advisors
Scharf Investments
BlackRock
Dimensional Fund Advisors
Yacktman Asset Management
Millennium Management
Estuary Capital Management
Two Sigma Advisers
Franklin Resources
Two Sigma Investments
Arrowpoint Asset Management
Old West Investment Management
Parkwood
Geode Capital Management

View all funds holding Amer