CIBC World Market’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,462
| Closed | -$2.62M | – | 1385 |
|
|
2023
Q4 | $2.62M | Sell |
36,462
-507
| -1% | -$28.7K | 0.01% | 544 |
|
|
2023
Q3 | $2.02M | Sell |
36,969
-1,657
| -4% | -$96.2K | 0.01% | 560 |
|
|
2023
Q2 | $2.14M | Buy |
38,626
+7,049
| +22% | +$413K | 0.01% | 574 |
|
|
2023
Q1 | $1.88M | Buy |
31,577
+7,385
| +31% | +$465K | 0.01% | 604 |
|
|
2022
Q4 | $1.46M | Buy |
24,192
+9,332
| +63% | +$537K | 0.01% | 674 |
|
|
2022
Q3 | $757K | Buy |
14,860
+1,530
| +11% | +$80.2K | ﹤0.01% | 787 |
|
|
2022
Q2 | $637K | Buy |
13,330
+9,540
| +252% | +$493K | ﹤0.01% | 824 |
|
|
2022
Q1 | $226K | Hold |
3,790
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q4 | $275K | Sell |
3,790
-790
| -17% | -$56.9K | ﹤0.01% | 1154 |
|
|
2021
Q3 | $296K | Buy |
4,580
+60
| +1% | +$3.76K | ﹤0.01% | 1133 |
|
|
2021
Q2 | $266K | Sell |
4,520
-1,570
| -26% | -$92K | ﹤0.01% | 1178 |
|
|
2021
Q1 | $373K | Buy |
6,090
+1,390
| +30% | +$73.9K | ﹤0.01% | 1036 |
|
|
2020
Q4 | $213K | Buy |
+4,700
| New | +$187K | ﹤0.01% | 1184 |
|
|
2017
Q4 | – | Sell |
-11,210
| Closed | -$420K | – | 887 |
|
|
2017
Q3 | $420K | Sell |
11,210
-820
| -7% | -$30.6K | ﹤0.01% | 576 |
|
|
2017
Q2 | $440K | Sell |
12,030
-730
| -6% | -$26.5K | ﹤0.01% | 874 |
|
|
2017
Q1 | $486K | Sell |
12,760
-1,180
| -8% | -$44.3K | ﹤0.01% | 751 |
|
|
2016
Q4 | $515K | Buy |
+13,940
| New | +$478K | ﹤0.01% | 791 |
|
|
2015
Q4 | – | Sell |
-96,850
| Closed | -$3.81M | – | 937 |
|
|
2015
Q3 | $3.81M | Buy |
+96,850
| New | +$3.52M | 0.02% | 208 |
|
|
2014
Q3 | – | Sell |
-119,020
| Closed | -$3.46M | – | 774 |
|
|
2014
Q2 | $3.46M | Sell |
119,020
-2,420
| -2% | -$63.9K | 0.01% | 202 |
|
|
2014
Q1 | $2.82M | Buy |
121,440
+40,000
| +49% | +$925K | 0.01% | 230 |
|
|
2013
Q4 | $1.93M | Buy |
81,440
+15,430
| +23% | +$332K | 0.01% | 267 |
|
|
2013
Q3 | $1.22M | Buy |
+66,010
| New | +$1.14M | 0.01% | 296 |
|
Other funds holding UHAL
SI
SCM
YAM
SCA
ACM
