AR
Advisory Research’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-549
| Closed | -$328K | – | 432 |
|
|
2022
Q1 | $328K | Sell |
549
-87
| -14% | -$52K | 0.03% | 296 |
|
|
2021
Q4 | $462K | Sell |
636
-5
| -0.8% | -$3.63K | 0.04% | 259 |
|
|
2021
Q3 | $414K | Sell |
641
-11
| -2% | -$7.11K | 0.03% | 263 |
|
|
2021
Q2 | $384K | Sell |
652
-25
| -4% | -$14.7K | 0.03% | 291 |
|
|
2021
Q1 | $415K | Buy |
677
+62
| +10% | +$38K | 0.03% | 283 |
|
|
2020
Q4 | $279K | Buy |
+615
| New | +$279K | 0.02% | 297 |
|
|
2017
Q1 | – | Sell |
-1,176
| Closed | -$435K | – | 416 |
|
|
2016
Q4 | $435K | Hold |
1,176
| – | – | 0.01% | 325 |
|
|
2016
Q3 | $381K | Hold |
1,176
| – | – | 0.01% | 223 |
|
|
2016
Q2 | $440K | Sell |
1,176
-1,590
| -57% | -$595K | 0.01% | 214 |
|
|
2016
Q1 | $988K | Sell |
2,766
-130
| -4% | -$46.4K | 0.02% | 180 |
|
|
2015
Q4 | $1.13M | Sell |
2,896
-47,023
| -94% | -$18.3M | 0.02% | 191 |
|
|
2015
Q3 | $19.6M | Sell |
49,919
-132,947
| -73% | -$52.3M | 0.28% | 96 |
|
|
2015
Q2 | $59.8M | Sell |
182,866
-9,025
| -5% | -$2.95M | 0.68% | 38 |
|
|
2015
Q1 | $63.4M | Sell |
191,891
-11,705
| -6% | -$3.87M | 0.69% | 37 |
|
|
2014
Q4 | $57.9M | Sell |
203,596
-3,269
| -2% | -$929K | 0.6% | 51 |
|
|
2014
Q3 | $54.2M | Sell |
206,865
-8,722
| -4% | -$2.28M | 0.52% | 60 |
|
|
2014
Q2 | $62.7M | Sell |
215,587
-5,258
| -2% | -$1.53M | 0.58% | 56 |
|
|
2014
Q1 | $51.3M | Sell |
220,845
-5,978
| -3% | -$1.39M | 0.53% | 56 |
|
|
2013
Q4 | $53.9M | Sell |
226,823
-28,537
| -11% | -$6.79M | 0.56% | 60 |
|
|
2013
Q3 | $47M | Sell |
255,360
-47,053
| -16% | -$8.66M | 0.51% | 60 |
|
|
2013
Q2 | $49M | Buy |
+302,413
| New | +$49M | 0.55% | 59 |
|