Chicago Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-15,000
| Closed | -$562K | – | 792 |
|
|
2016
Q2 | $562K | Sell |
15,000
-64,550
| -81% | -$2.42M | 0.02% | 484 |
|
|
2016
Q1 | $2.84M | Buy |
79,550
+43,750
| +122% | +$1.56M | 0.08% | 207 |
|
|
2015
Q4 | $1.39M | Buy |
35,800
+2,500
| +8% | +$97.3K | 0.04% | 311 |
|
|
2015
Q3 | $1.31M | Buy |
33,300
+3,650
| +12% | +$144K | 0.04% | 319 |
|
|
2015
Q2 | $969K | Buy |
+29,650
| New | +$969K | 0.03% | 264 |
|
|
2014
Q3 | – | Sell |
-42,500
| Closed | -$1.24M | – | 497 |
|
|
2014
Q2 | $1.24M | Sell |
42,500
-22,450
| -35% | -$652K | 0.03% | 263 |
|
|
2014
Q1 | $1.51M | Sell |
64,950
-10,900
| -14% | -$253K | 0.04% | 247 |
|
|
2013
Q4 | $1.8M | Sell |
75,850
-30,200
| -28% | -$718K | 0.05% | 218 |
|
|
2013
Q3 | $1.95M | Sell |
106,050
-38,350
| -27% | -$706K | 0.06% | 228 |
|
|
2013
Q2 | $2.34M | Buy |
+144,400
| New | +$2.34M | 0.07% | 203 |
|