Fidelity Investments’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235M | Buy |
4,324,047
+207,913
| +5% | +$11.3M | 0.01% | 758 |
|
2025
Q1 | $244M | Buy |
4,116,134
+489,548
| +13% | +$29M | 0.02% | 725 |
|
2024
Q4 | $232M | Buy |
3,626,586
+1,000,583
| +38% | +$64.1M | 0.01% | 762 |
|
2024
Q3 | $189M | Sell |
2,626,003
-290,771
| -10% | -$20.9M | 0.01% | 846 |
|
2024
Q2 | $175M | Sell |
2,916,774
-363,385
| -11% | -$21.8M | 0.01% | 834 |
|
2024
Q1 | $219M | Sell |
3,280,159
-68,181
| -2% | -$4.55M | 0.01% | 754 |
|
2023
Q4 | $236M | Buy |
3,348,340
+3,542
| +0.1% | +$249K | 0.02% | 687 |
|
2023
Q3 | $175M | Buy |
3,344,798
+25,332
| +0.8% | +$1.33M | 0.02% | 750 |
|
2023
Q2 | $168M | Buy |
3,319,466
+369,531
| +13% | +$18.7M | 0.01% | 789 |
|
2023
Q1 | $153M | Buy |
2,949,935
+869,363
| +42% | +$45.1M | 0.01% | 823 |
|
2022
Q4 | $114M | Buy |
+2,080,572
| New | +$114M | 0.01% | 920 |
|