Aperio Group’s U-Haul Holding Co UHAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$3.06M Buy
67,380
+12,190
+22% +$553K 0.01% 1047
2020
Q3
$1.97M Buy
55,190
+7,870
+17% +$280K 0.01% 1126
2020
Q2
$1.43M Sell
47,320
-23,720
-33% -$717K 0.01% 1252
2020
Q1
$2.06M Buy
71,040
+29,040
+69% +$844K 0.01% 1004
2019
Q4
$1.58M Buy
42,000
+130
+0.3% +$4.88K 0.01% 1198
2019
Q3
$1.63M Sell
41,870
-2,340
-5% -$91.3K 0.01% 1147
2019
Q2
$1.67M Buy
44,210
+600
+1% +$22.7K 0.01% 1148
2019
Q1
$1.62M Buy
43,610
+5,840
+15% +$217K 0.01% 1127
2018
Q4
$1.24M Buy
37,770
+8,270
+28% +$271K 0.01% 1188
2018
Q3
$1.05M Buy
29,500
+1,620
+6% +$57.8K ﹤0.01% 1379
2018
Q2
$993K Buy
27,880
+11,860
+74% +$422K ﹤0.01% 1392
2018
Q1
$553K Buy
16,020
+970
+6% +$33.5K ﹤0.01% 1649
2017
Q4
$569K Buy
15,050
+680
+5% +$25.7K ﹤0.01% 1640
2017
Q3
$539K Buy
14,370
+700
+5% +$26.3K ﹤0.01% 1624
2017
Q2
$500K Sell
13,670
-3,460
-20% -$127K ﹤0.01% 1664
2017
Q1
$653K Buy
17,130
+3,450
+25% +$132K ﹤0.01% 1402
2016
Q4
$506K Buy
13,680
+1,300
+11% +$48.1K ﹤0.01% 1510
2016
Q3
$401K Sell
12,380
-70
-0.6% -$2.27K ﹤0.01% 1577
2016
Q2
$466K Sell
12,450
-350
-3% -$13.1K ﹤0.01% 1430
2016
Q1
$457K Buy
12,800
+820
+7% +$29.3K ﹤0.01% 1413
2015
Q4
$467K Buy
11,980
+140
+1% +$5.46K ﹤0.01% 1371
2015
Q3
$466K Buy
11,840
+2,310
+24% +$90.9K ﹤0.01% 1338
2015
Q2
$312K Buy
9,530
+3,020
+46% +$98.9K ﹤0.01% 1607
2015
Q1
$215K Buy
+6,510
New +$215K ﹤0.01% 1790