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