ClearBridge Investments’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
2025
Q2
$315K Hold
5,200
﹤0.01% 682
2025
Q1
$340K Hold
5,200
﹤0.01% 673
2024
Q4
$359K Hold
5,200
﹤0.01% 683
2024
Q3
$403K Hold
5,200
﹤0.01% 680
2024
Q2
$321K Sell
5,200
-100
-2% -$6.17K ﹤0.01% 718
2024
Q1
$358K Buy
+5,300
New +$358K ﹤0.01% 723
2020
Q3
Sell
-2,000
Closed -$60K 980
2020
Q2
$60K Sell
2,000
-31,000
-94% -$930K ﹤0.01% 777
2020
Q1
$959K Buy
33,000
+16,000
+94% +$465K ﹤0.01% 623
2019
Q4
$650K Buy
+17,000
New +$650K ﹤0.01% 671