Cresset Asset Management’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,336
| Closed | -$240K | – | 2074 |
|
|
2024
Q3 | $240K | Sell |
3,336
-364
| -10% | -$26.2K | ﹤0.01% | 1878 |
|
|
2024
Q2 | $222K | Buy |
3,700
+298
| +9% | +$17.9K | ﹤0.01% | 1816 |
|
|
2024
Q1 | $227K | Sell |
3,402
-377
| -10% | -$25.1K | ﹤0.01% | 1699 |
|
|
2023
Q4 | $266K | Sell |
3,779
-3,119
| -45% | -$220K | ﹤0.01% | 1524 |
|
|
2023
Q3 | $361K | Buy |
6,898
+2,774
| +67% | +$145K | ﹤0.01% | 1318 |
|
|
2023
Q2 | $209K | Buy |
+4,124
| New | +$209K | ﹤0.01% | 1585 |
|