Fuller & Thaler Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | – | – | 544 |
|
|
2022
Q4 | $0 | Sell |
6
-168,754
| -100% | -$9.71M | ﹤0.01% | 540 |
|
|
2022
Q3 | $8.59M | Buy |
168,760
+23,860
| +16% | +$1.25M | 0.06% | 224 |
|
|
2022
Q2 | $6.93M | Buy |
144,900
+52,250
| +56% | +$2.7M | 0.05% | 254 |
|
|
2022
Q1 | $5.53M | Buy |
92,650
+31,840
| +52% | +$1.96M | 0.03% | 284 |
|
|
2021
Q4 | $4.42M | Buy |
60,810
+4,000
| +7% | +$288K | 0.03% | 280 |
|
|
2021
Q3 | $3.67M | Buy |
56,810
+14,000
| +33% | +$878K | 0.02% | 276 |
|
|
2021
Q2 | $2.52M | Buy |
42,810
+25,300
| +144% | +$1.48M | 0.02% | 334 |
|
|
2021
Q1 | $1.07M | Buy |
17,510
+6,000
| +52% | +$319K | 0.01% | 368 |
|
|
2020
Q4 | $523K | Sell |
11,510
-250
| -2% | -$9.96K | ﹤0.01% | 392 |
|
|
2020
Q3 | $419K | Buy |
11,760
+6,150
| +110% | +$210K | 0.01% | 397 |
|
|
2020
Q2 | $170K | Sell |
5,610
-750
| -12% | -$22K | ﹤0.01% | 409 |
|
|
2020
Q1 | $185K | Buy |
6,360
+6,000
| +1,667% | +$203K | ﹤0.01% | 394 |
|
|
2019
Q4 | $14K | Hold |
360
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $14K | Hold |
360
| – | – | ﹤0.01% | 459 |
|
|
2019
Q2 | $14K | Hold |
360
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $13K | Hold |
360
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $12K | Hold |
360
| – | – | ﹤0.01% | 439 |
|
|
2018
Q3 | $13K | Hold |
360
| – | – | ﹤0.01% | 429 |
|
|
2018
Q2 | $13K | Hold |
360
| – | – | ﹤0.01% | 741 |
|
|
2018
Q1 | $12K | Hold |
360
| – | – | ﹤0.01% | 739 |
|
|
2017
Q4 | $14K | Hold |
360
| – | – | ﹤0.01% | 705 |
|
|
2017
Q3 | $13K | Hold |
360
| – | – | ﹤0.01% | 668 |
|
|
2017
Q2 | $13K | Hold |
360
| – | – | ﹤0.01% | 671 |
|
|
2017
Q1 | $14K | Hold |
360
| – | – | ﹤0.01% | 679 |
|
|
2016
Q4 | $13K | Sell |
360
-3,000
| -89% | -$103K | ﹤0.01% | 709 |
|
|
2016
Q3 | $109K | Buy |
3,360
+3,000
| +833% | +$107K | ﹤0.01% | 452 |
|
|
2016
Q2 | $13K | Hold |
360
| – | – | ﹤0.01% | 736 |
|
|
2016
Q1 | $13K | Sell |
360
-3,640
| -91% | -$127K | ﹤0.01% | 723 |
|
|
2015
Q4 | $156K | Hold |
4,000
| – | – | ﹤0.01% | 418 |
|
|
2015
Q3 | $157K | Buy |
4,000
+1,000
| +33% | +$36.3K | ﹤0.01% | 417 |
|
|
2015
Q2 | $98K | Hold |
3,000
| – | – | ﹤0.01% | 502 |
|
|
2015
Q1 | $99K | Buy |
3,000
+1,000
| +50% | +$30.9K | ﹤0.01% | 500 |
|
|
2014
Q4 | $57K | Sell |
2,000
-1,000
| -33% | -$27.1K | ﹤0.01% | 563 |
|
|
2014
Q3 | $79K | Sell |
3,000
-1,000
| -25% | -$27.6K | ﹤0.01% | 573 |
|
|
2014
Q2 | $116K | Sell |
4,000
-3,000
| -43% | -$79.3K | ﹤0.01% | 570 |
|
|
2014
Q1 | $162K | Sell |
7,000
-1,000
| -13% | -$23.1K | 0.01% | 486 |
|
|
2013
Q4 | $190K | Buy |
8,000
+5,000
| +167% | +$107K | 0.01% | 405 |
|
|
2013
Q3 | $55K | Sell |
3,000
-2,000
| -40% | -$34.5K | ﹤0.01% | 623 |
|
|
2013
Q2 | $81K | Buy |
+5,000
| New | +$83K | 0.01% | 513 |
|
Other funds holding UHAL
YAM
SCM
ACM
