ClearBridge Investments’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
2025
Q3
$297K Hold
2025
Q2
$315K Hold
2025
Q1
$340K Hold
2024
Q4
$359K Hold
2024
Q3
$403K Hold
2024
Q2
$321K Sell
2024
Q1
$358K Buy
2020
Q3
Sell
2020
Q2
$60K Sell
2020
Q1
$959K Buy
2019
Q4
$650K Buy