Columbia Partners Investment Management’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 |
-23,320
| Closed | -$873K | – | 356 |
|
|
2016
Q2 | $873K | Sell |
23,320
-320
| -1% | -$12K | 0.06% | 304 |
|
|
2016
Q1 | $844K | Buy |
23,640
+280
| +1% | +$10K | 0.06% | 307 |
|
|
2015
Q4 | $909K | Buy |
23,360
+720
| +3% | +$28K | 0.06% | 270 |
|
|
2015
Q3 | $890K | Buy |
+22,640
| New | +$890K | 0.06% | 278 |
|
|
2015
Q2 | – | Sell |
-22,250
| Closed | -$735K | – | 366 |
|
|
2015
Q1 | $735K | Sell |
22,250
-9,280
| -29% | -$307K | 0.04% | 292 |
|
|
2014
Q4 | $896K | Sell |
31,530
-70,880
| -69% | -$2.01M | 0.05% | 295 |
|
|
2014
Q3 | $2.68M | Buy |
102,410
+2,940
| +3% | +$77K | 0.14% | 181 |
|
|
2014
Q2 | $2.89M | Buy |
99,470
+3,700
| +4% | +$108K | 0.13% | 188 |
|
|
2014
Q1 | $2.22M | Sell |
95,770
-1,110
| -1% | -$25.8K | 0.1% | 207 |
|
|
2013
Q4 | $2.3M | Buy |
96,880
+51,180
| +112% | +$1.22M | 0.1% | 201 |
|
|
2013
Q3 | $841K | Buy |
+45,700
| New | +$841K | 0.04% | 284 |
|