Brandywine Global 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $553K | Sell |
9,127
-200
| -2% | -$12.1K | ﹤0.01% | 550 |
|
2025
Q1 | $610K | Sell |
9,327
-373
| -4% | -$24.4K | ﹤0.01% | 532 |
|
2024
Q4 | $670K | Sell |
9,700
-510
| -5% | -$35.2K | ﹤0.01% | 530 |
|
2024
Q3 | $761K | Buy |
10,210
+490
| +5% | +$36.5K | 0.01% | 616 |
|
2024
Q2 | $600K | Buy |
9,720
+91
| +0.9% | +$5.62K | ﹤0.01% | 649 |
|
2024
Q1 | $650K | Sell |
9,629
-100
| -1% | -$6.75K | ﹤0.01% | 659 |
|
2023
Q4 | $699K | Sell |
9,729
-304
| -3% | -$21.8K | 0.01% | 656 |
|
2023
Q3 | $548K | Sell |
10,033
-1,600
| -14% | -$87.3K | ﹤0.01% | 648 |
|
2023
Q2 | $644K | Sell |
11,633
-902
| -7% | -$49.9K | 0.01% | 651 |
|
2023
Q1 | $748K | Sell |
12,535
-3,000
| -19% | -$179K | 0.01% | 663 |
|
2022
Q4 | $935K | Sell |
15,535
-145,555
| -90% | -$8.76M | 0.01% | 645 |
|
2022
Q3 | $8.2M | Buy |
161,090
+1,790
| +1% | +$91.2K | 0.08% | 239 |
|
2022
Q2 | $7.62M | Sell |
159,300
-31,700
| -17% | -$1.52M | 0.07% | 260 |
|
2022
Q1 | $11.4M | Sell |
191,000
-11,510
| -6% | -$687K | 0.08% | 226 |
|
2021
Q4 | $14.7M | Sell |
202,510
-4,230
| -2% | -$307K | 0.11% | 190 |
|
2021
Q3 | $13.4M | Sell |
206,740
-17,100
| -8% | -$1.1M | 0.1% | 195 |
|
2021
Q2 | $13.2M | Sell |
223,840
-6,000
| -3% | -$354K | 0.1% | 215 |
|
2021
Q1 | $14.1M | Buy |
229,840
+43,830
| +24% | +$2.69M | 0.11% | 217 |
|
2020
Q4 | $8.44M | Buy |
186,010
+15,940
| +9% | +$724K | 0.07% | 277 |
|
2020
Q3 | $6.06M | Sell |
170,070
-6,090
| -3% | -$217K | 0.06% | 282 |
|
2020
Q2 | $5.32M | Buy |
176,160
+2,020
| +1% | +$61.1K | 0.05% | 303 |
|
2020
Q1 | $5.06M | Buy |
174,140
+240
| +0.1% | +$6.97K | 0.06% | 259 |
|
2019
Q4 | $6.65M | Buy |
173,900
+9,020
| +5% | +$345K | 0.05% | 337 |
|
2019
Q3 | $6.43M | Sell |
164,880
-7,010
| -4% | -$273K | 0.05% | 342 |
|
2019
Q2 | $6.51M | Sell |
171,890
-3,810
| -2% | -$144K | 0.05% | 350 |
|
2019
Q1 | $6.53M | Sell |
175,700
-3,220
| -2% | -$120K | 0.05% | 326 |
|
2018
Q4 | $5.87M | Sell |
178,920
-6,150
| -3% | -$202K | 0.04% | 335 |
|
2018
Q3 | $6.6M | Sell |
185,070
-4,290
| -2% | -$153K | 0.04% | 357 |
|
2018
Q2 | $6.75M | Buy |
189,360
+340
| +0.2% | +$12.1K | 0.04% | 355 |
|
2018
Q1 | $6.52M | Buy |
189,020
+10,760
| +6% | +$371K | 0.04% | 363 |
|
2017
Q4 | $6.74M | Buy |
178,260
+6,010
| +3% | +$227K | 0.04% | 376 |
|
2017
Q3 | $6.46M | Sell |
172,250
-6,590
| -4% | -$247K | 0.04% | 390 |
|
2017
Q2 | $6.55M | Buy |
178,840
+23,000
| +15% | +$842K | 0.04% | 380 |
|
2017
Q1 | $5.94M | Sell |
155,840
-9,000
| -5% | -$343K | 0.04% | 409 |
|
2016
Q4 | $6.09M | Sell |
164,840
-7,110
| -4% | -$263K | 0.04% | 399 |
|
2016
Q3 | $5.58M | Sell |
171,950
-2,590
| -1% | -$84K | 0.04% | 404 |
|
2016
Q2 | $6.54M | Sell |
174,540
-1,810
| -1% | -$67.8K | 0.04% | 350 |
|
2016
Q1 | $6.3M | Buy |
176,350
+48,400
| +38% | +$1.73M | 0.04% | 369 |
|
2015
Q4 | $4.98M | Buy |
127,950
+1,000
| +0.8% | +$39K | 0.03% | 432 |
|
2015
Q3 | $5M | Sell |
126,950
-589,660
| -82% | -$23.2M | 0.03% | 426 |
|
2015
Q2 | $23.4M | Sell |
716,610
-162,920
| -19% | -$5.33M | 0.15% | 135 |
|
2015
Q1 | $29.1M | Buy |
879,530
+1,200
| +0.1% | +$39.6K | 0.19% | 111 |
|
2014
Q4 | $25M | Buy |
878,330
+9,020
| +1% | +$256K | 0.17% | 125 |
|
2014
Q3 | $22.8M | Buy |
869,310
+131,000
| +18% | +$3.43M | 0.17% | 110 |
|
2014
Q2 | $21.5M | Buy |
738,310
+9,000
| +1% | +$262K | 0.17% | 100 |
|
2014
Q1 | $16.9M | Buy |
729,310
+20,210
| +3% | +$469K | 0.15% | 115 |
|
2013
Q4 | $16.9M | Buy |
709,100
+71,620
| +11% | +$1.7M | 0.15% | 111 |
|
2013
Q3 | $11.7M | Buy |
637,480
+94,010
| +17% | +$1.73M | 0.12% | 157 |
|
2013
Q2 | $8.8M | Buy |
+543,470
| New | +$8.8M | 0.09% | 192 |
|