ERIM
Eagle Ridge Investment Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-594
| Closed | -$224K | – | 183 |
|
|
2017
Q4 | $224K | Hold |
594
| – | – | 0.03% | 163 |
|
|
2017
Q3 | $223K | Sell |
594
-8
| -1% | -$3K | 0.04% | 157 |
|
|
2017
Q2 | $220K | Sell |
602
-221
| -27% | -$80.8K | 0.04% | 126 |
|
|
2017
Q1 | $314K | Hold |
823
| – | – | 0.06% | 110 |
|
|
2016
Q4 | $304K | Sell |
823
-334
| -29% | -$123K | 0.06% | 113 |
|
|
2016
Q3 | $375K | Buy |
+1,157
| New | +$375K | 0.08% | 94 |
|
|
2016
Q1 | – | Sell |
-3,900
| Closed | -$1.52M | – | 130 |
|
|
2015
Q4 | $1.52M | Buy |
3,900
+25
| +0.6% | +$9.74K | 0.36% | 71 |
|
|
2015
Q3 | $1.53M | Buy |
3,875
+1,191
| +44% | +$469K | 0.39% | 69 |
|
|
2015
Q2 | $877K | Buy |
2,684
+60
| +2% | +$19.6K | 0.4% | 37 |
|
|
2015
Q1 | $867K | Hold |
2,624
| – | – | 0.39% | 37 |
|
|
2014
Q4 | $746K | Buy |
2,624
+53
| +2% | +$15.1K | 0.34% | 38 |
|
|
2014
Q3 | $673K | Sell |
2,571
-1,110
| -30% | -$291K | 0.32% | 41 |
|
|
2014
Q2 | $1.07M | Buy |
3,681
+268
| +8% | +$77.9K | 0.5% | 35 |
|
|
2014
Q1 | $792K | Buy |
3,413
+2,349
| +221% | +$545K | 0.39% | 38 |
|
|
2013
Q4 | $253K | Buy |
+1,064
| New | +$253K | 0.13% | 50 |
|