Ashford Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-107,170
| Closed | -$4.09M | – | 108 |
|
|
2017
Q1 | $4.09M | Sell |
107,170
-7,500
| -7% | -$286K | 0.78% | 40 |
|
|
2016
Q4 | $4.24M | Sell |
114,670
-7,700
| -6% | -$285K | 0.85% | 37 |
|
|
2016
Q3 | $3.97M | Buy |
122,370
+8,300
| +7% | +$269K | 0.82% | 39 |
|
|
2016
Q2 | $4.27M | Sell |
114,070
-4,000
| -3% | -$150K | 0.96% | 32 |
|
|
2016
Q1 | $4.22M | Buy |
118,070
+1,290
| +1% | +$46.1K | 1% | 35 |
|
|
2015
Q4 | $4.55M | Sell |
116,780
-40,550
| -26% | -$1.58M | 1.07% | 31 |
|
|
2015
Q3 | $6.19M | Buy |
157,330
+46,330
| +42% | +$1.82M | 1.45% | 25 |
|
|
2015
Q2 | $3.63M | Buy |
111,000
+1,000
| +0.9% | +$32.7K | 0.8% | 43 |
|
|
2015
Q1 | $3.63M | Buy |
110,000
+27,000
| +33% | +$892K | 0.74% | 51 |
|
|
2014
Q4 | $2.36M | Buy |
+83,000
| New | +$2.36M | 0.47% | 67 |
|