Epoch Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-161,930
| Closed | -$6.13M | – | 294 |
|
2019
Q2 | $6.13M | Buy |
161,930
+6,100
| +4% | +$231K | 0.03% | 221 |
|
2019
Q1 | $5.79M | Sell |
155,830
-46,770
| -23% | -$1.74M | 0.03% | 242 |
|
2018
Q4 | $6.65M | Sell |
202,600
-4,190
| -2% | -$137K | 0.03% | 230 |
|
2018
Q3 | $7.38M | Sell |
206,790
-1,430
| -0.7% | -$51K | 0.03% | 235 |
|
2018
Q2 | $7.42K | Sell |
208,220
-36,740
| -15% | -$1.31K | 0.02% | 233 |
|
2018
Q1 | $8.45M | Buy |
244,960
+71,170
| +41% | +$2.46M | 0.03% | 228 |
|
2017
Q4 | $6.57M | Sell |
173,790
-278,410
| -62% | -$10.5M | 0.02% | 234 |
|
2017
Q3 | $17M | Sell |
452,200
-12,530
| -3% | -$470K | 0.06% | 201 |
|
2017
Q2 | $17M | Buy |
464,730
+5,810
| +1% | +$213K | 0.06% | 198 |
|
2017
Q1 | $17.5M | Sell |
458,920
-54,730
| -11% | -$2.09M | 0.06% | 196 |
|
2016
Q4 | $19M | Buy |
+513,650
| New | +$19M | 0.07% | 170 |
|