Diversified Trust’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 Q1	–	Sell	-4,025	Closed	-$278K	–	1028
2024 Q4	$278K	Hold	4,025	–	–	0.01%	763
2024 Q3	$312K	Hold	4,025	–	–	0.01%	716
2024 Q2	$248K	Buy	+4,025	New	+$262K	0.01%	729
2022 Q1	–	Sell	-8,770	Closed	-$637K	–	892
2021 Q4	$637K	Buy	8,770 +2,790	+47%	+$201K	0.02%	375
2021 Q3	$386K	Buy	+5,980	New	+$375K	0.01%	491
2021 Q2	–	Sell	-8,230	Closed	-$504K	–	895
2021 Q1	$504K	Buy	+8,230	New	+$438K	0.02%	371
2015 Q4	–	Sell	-7,100	Closed	-$279K	–	427
2015 Q3	$279K	Sell	7,100 -21,000	-75%	-$763K	0.03%	352
2015 Q2	$919K	Buy	28,100 +3,250	+13%	+$106K	0.09%	222
2015 Q1	$821K	Sell	24,850 -850	-3%	-$26.3K	0.07%	250
2014 Q4	$731K	Buy	+25,700	New	+$697K	0.07%	270
2014 Q2	$984K	Buy	+33,850	New	+$894K	0.08%	256
2013 Q4	$1.14M	Sell	47,850 -14,600	-23%	-$314K	0.12%	176
2013 Q3	$1.15M	Sell	62,450 -7,500	-11%	-$129K	0.12%	179
2013 Q2	$1.13M	Buy	+69,950	New	+$1.16M	0.13%	154