Capital Insight Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-30,990
| Closed | -$1.41M | – | 146 |
|
2020
Q4 | $1.41M | Buy |
30,990
+380
| +1% | +$17.3K | 0.35% | 99 |
|
2020
Q3 | $1.09M | Sell |
30,610
-270
| -0.9% | -$9.62K | 0.31% | 106 |
|
2020
Q2 | $933K | Buy |
30,880
+560
| +2% | +$16.9K | 0.29% | 108 |
|
2020
Q1 | $881K | Buy |
30,320
+1,660
| +6% | +$48.2K | 0.47% | 71 |
|
2019
Q4 | $1.08M | Buy |
28,660
+830
| +3% | +$31.2K | 0.49% | 64 |
|
2019
Q3 | $1.09M | Buy |
27,830
+550
| +2% | +$21.4K | 0.95% | 46 |
|
2019
Q2 | $1.03M | Buy |
27,280
+540
| +2% | +$20.4K | 0.9% | 52 |
|
2019
Q1 | $993K | Buy |
26,740
+420
| +2% | +$15.6K | 0.9% | 49 |
|
2018
Q4 | $864K | Buy |
26,320
+480
| +2% | +$15.8K | 0.89% | 46 |
|
2018
Q3 | $922K | Sell |
25,840
-2,740
| -10% | -$97.8K | 0.81% | 49 |
|
2018
Q2 | $1.02M | Buy |
28,580
+1,470
| +5% | +$52.4K | 0.84% | 51 |
|
2018
Q1 | $936K | Buy |
27,110
+600
| +2% | +$20.7K | 0.76% | 54 |
|
2017
Q4 | $1M | Buy |
26,510
+30
| +0.1% | +$1.13K | 0.78% | 57 |
|
2017
Q3 | $993K | Buy |
26,480
+1,300
| +5% | +$48.8K | 0.84% | 53 |
|
2017
Q2 | $922K | Sell |
25,180
-1,500
| -6% | -$54.9K | 0.82% | 51 |
|
2017
Q1 | $1.02M | Buy |
26,680
+650
| +2% | +$24.8K | 0.92% | 51 |
|
2016
Q4 | $962K | Buy |
26,030
+710
| +3% | +$26.2K | 0.95% | 49 |
|
2016
Q3 | $821K | Sell |
25,320
-120
| -0.5% | -$3.89K | 0.79% | 50 |
|
2016
Q2 | $953K | Buy |
25,440
+520
| +2% | +$19.5K | 0.91% | 44 |
|
2016
Q1 | $890K | Buy |
+24,920
| New | +$890K | 0.9% | 43 |
|