Brinker Capital’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
Q2
$866K Buy
28,660
+1,910
+7% +$57.7K 0.03% 542
2020
Q1
$777K Sell
26,750
-730
-3% -$21.2K 0.03% 504
2019
Q4
$1.03M Buy
27,480
+10
+0% +$376 0.03% 495
2019
Q3
$1.07M Buy
27,470
+1,570
+6% +$61.2K 0.04% 468
2019
Q2
$980K Buy
25,900
+30
+0.1% +$1.14K 0.04% 478
2019
Q1
$961K Buy
25,870
+5,850
+29% +$217K 0.04% 467
2018
Q4
$657K Sell
20,020
-1,620
-7% -$53.2K 0.03% 523
2018
Q3
$772K Buy
21,640
+360
+2% +$12.8K 0.03% 574
2018
Q2
$758K Sell
21,280
-4,200
-16% -$150K 0.03% 577
2018
Q1
$879K Buy
25,480
+2,200
+9% +$75.9K 0.03% 504
2017
Q4
$880K Buy
23,280
+720
+3% +$27.2K 0.03% 473
2017
Q3
$846K Buy
+22,560
New +$846K 0.04% 468
2017
Q2
Sell
-23,020
Closed -$877K 874
2017
Q1
$877K Buy
+23,020
New +$877K 0.04% 411