First Trust Advisors’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+4,312
| New | +$261K | ﹤0.01% | 2451 |
|
|
2023
Q4 | – | Sell |
-299,221
| Closed | -$16.3M | – | 2440 |
|
|
2023
Q3 | $16.3M | Buy |
299,221
+21,083
| +8% | +$1.15M | 0.02% | 827 |
|
|
2023
Q2 | $15.4M | Buy |
278,138
+199,486
| +254% | +$11M | 0.02% | 864 |
|
|
2023
Q1 | $4.69M | Sell |
78,652
-64,254
| -45% | -$3.83M | 0.01% | 1259 |
|
|
2022
Q4 | $8.6M | Buy |
142,906
+127,509
| +828% | +$7.67M | 0.01% | 1010 |
|
|
2022
Q3 | $7.84M | Sell |
15,397
-1,157
| -7% | -$589K | 0.01% | 1019 |
|
|
2022
Q2 | $7.92M | Sell |
16,554
-19,188
| -54% | -$9.18M | 0.01% | 1034 |
|
|
2022
Q1 | $21.3M | Sell |
35,742
-7,918
| -18% | -$4.73M | 0.02% | 777 |
|
|
2021
Q4 | $31.7M | Sell |
43,660
-218
| -0.5% | -$158K | 0.03% | 649 |
|
|
2021
Q3 | $28.3M | Sell |
43,878
-10,387
| -19% | -$6.71M | 0.03% | 644 |
|
|
2021
Q2 | $32M | Buy |
54,265
+847
| +2% | +$499K | 0.03% | 595 |
|
|
2021
Q1 | $32.7M | Buy |
53,418
+11,360
| +27% | +$6.96M | 0.04% | 545 |
|
|
2020
Q4 | $19.1M | Sell |
42,058
-952
| -2% | -$432K | 0.03% | 632 |
|
|
2020
Q3 | $15.3M | Buy |
43,010
+28,923
| +205% | +$10.3M | 0.02% | 597 |
|
|
2020
Q2 | $4.26M | Buy |
14,087
+1,091
| +8% | +$330K | 0.01% | 1049 |
|
|
2020
Q1 | $3.78M | Sell |
12,996
-1,870
| -13% | -$543K | 0.01% | 976 |
|
|
2019
Q4 | $5.59M | Buy |
14,866
+2,340
| +19% | +$879K | 0.01% | 1055 |
|
|
2019
Q3 | $4.89M | Sell |
12,526
-5,158
| -29% | -$2.01M | 0.01% | 1068 |
|
|
2019
Q2 | $6.69M | Sell |
17,684
-3,985
| -18% | -$1.51M | 0.01% | 913 |
|
|
2019
Q1 | $8.05M | Sell |
21,669
-6,084
| -22% | -$2.26M | 0.02% | 839 |
|
|
2018
Q4 | $9.11M | Sell |
27,753
-1,253
| -4% | -$411K | 0.02% | 745 |
|
|
2018
Q3 | $10.3M | Buy |
29,006
+582
| +2% | +$208K | 0.02% | 827 |
|
|
2018
Q2 | $10.1M | Buy |
28,424
+8,935
| +46% | +$3.18M | 0.02% | 787 |
|
|
2018
Q1 | $6.73M | Buy |
19,489
+1,799
| +10% | +$621K | 0.02% | 910 |
|
|
2017
Q4 | $6.69M | Buy |
17,690
+1,796
| +11% | +$679K | 0.02% | 914 |
|
|
2017
Q3 | $5.96M | Buy |
15,894
+407
| +3% | +$153K | 0.02% | 968 |
|
|
2017
Q2 | $5.67M | Sell |
15,487
-32,826
| -68% | -$12M | 0.02% | 974 |
|
|
2017
Q1 | $18.4M | Sell |
48,313
-13,369
| -22% | -$5.1M | 0.05% | 537 |
|
|
2016
Q4 | $22.8M | Buy |
61,682
+7,780
| +14% | +$2.88M | 0.07% | 396 |
|
|
2016
Q3 | $17.5M | Buy |
53,902
+11,764
| +28% | +$3.81M | 0.05% | 506 |
|
|
2016
Q2 | $15.8M | Sell |
42,138
-10,047
| -19% | -$3.76M | 0.05% | 510 |
|
|
2016
Q1 | $18.6M | Sell |
52,185
-31,046
| -37% | -$11.1M | 0.06% | 417 |
|
|
2015
Q4 | $32.4M | Buy |
+83,231
| New | +$32.4M | 0.08% | 252 |
|
|
2015
Q1 | – | Sell |
-47,806
| Closed | -$13.6M | – | 2306 |
|
|
2014
Q4 | $13.6M | Sell |
47,806
-14,695
| -24% | -$4.18M | 0.05% | 567 |
|
|
2014
Q3 | $16.4M | Buy |
62,501
+24,138
| +63% | +$6.32M | 0.06% | 470 |
|
|
2014
Q2 | $11.2M | Sell |
38,363
-8,819
| -19% | -$2.56M | 0.05% | 612 |
|
|
2014
Q1 | $11M | Buy |
47,182
+7,397
| +19% | +$1.72M | 0.05% | 612 |
|
|
2013
Q4 | $9.46M | Buy |
39,785
+3,618
| +10% | +$860K | 0.05% | 644 |
|
|
2013
Q3 | $6.66M | Buy |
+36,167
| New | +$6.66M | 0.04% | 724 |
|