Bogle Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-18,050
| Closed | -$683K | – | 331 |
|
|
2019
Q2 | $683K | Buy |
+18,050
| New | +$683K | 0.05% | 229 |
|
|
2017
Q4 | – | Sell |
-24,370
| Closed | -$913K | – | 359 |
|
|
2017
Q3 | $913K | Buy |
+24,370
| New | +$913K | 0.06% | 242 |
|
|
2016
Q1 | – | Sell |
-234,850
| Closed | -$9.15M | – | 458 |
|
|
2015
Q4 | $9.15M | Buy |
+234,850
| New | +$9.15M | 0.66% | 58 |
|
|
2015
Q2 | – | Sell |
-69,310
| Closed | -$2.29M | – | 430 |
|
|
2015
Q1 | $2.29M | Buy |
69,310
+4,790
| +7% | +$158K | 0.16% | 159 |
|
|
2014
Q4 | $1.83M | Sell |
64,520
-28,000
| -30% | -$796K | 0.12% | 208 |
|
|
2014
Q3 | $2.42M | Hold |
92,520
| – | – | 0.16% | 153 |
|
|
2014
Q2 | $2.69M | Hold |
92,520
| – | – | 0.18% | 149 |
|
|
2014
Q1 | $2.15M | Hold |
92,520
| – | – | 0.15% | 202 |
|
|
2013
Q4 | $2.2M | Sell |
92,520
-19,960
| -18% | -$475K | 0.19% | 156 |
|
|
2013
Q3 | $2.07M | Buy |
+112,480
| New | +$2.07M | 0.21% | 151 |
|