Capital Impact Advisors’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
Q1 | – | Sell |
-38,910
| Closed | -$1.44M | – | 224 |
|
|
2016
Q4 | $1.44M | Hold |
38,910
| – | – | 0.6% | 32 |
|
|
2016
Q3 | $1.26M | Hold |
38,910
| – | – | 0.55% | 53 |
|
|
2016
Q2 | $1.46M | Hold |
38,910
| – | – | 0.68% | 19 |
|
|
2016
Q1 | $1.39M | Buy |
38,910
+15,070
| +63% | +$538K | 0.66% | 26 |
|
|
2015
Q4 | $928K | Sell |
23,840
-26,190
| -52% | -$1.02M | 0.44% | 79 |
|
|
2015
Q3 | $1.97M | Hold |
50,030
| – | – | 1% | 16 |
|
|
2015
Q2 | $1.64M | Hold |
50,030
| – | – | 0.74% | 27 |
|
|
2015
Q1 | $1.65M | Buy |
+50,030
| New | +$1.65M | 0.75% | 23 |
|