Congress Asset 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
2018
Q3
Sell
-79,550
Closed -$2.83M 376
2018
Q2
$2.83M Sell
79,550
-2,160
-3% -$76.9K 0.04% 239
2018
Q1
$2.82M Buy
81,710
+1,760
+2% +$60.7K 0.04% 239
2017
Q4
$3.02M Sell
79,950
-1,400
-2% -$52.9K 0.04% 221
2017
Q3
$3.05M Buy
+81,350
New +$3.05M 0.05% 217