Guggenheim Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,330
| Closed | -$271K | – | 1994 |
|
|
2022
Q3 | $271K | Buy |
5,330
+420
| +9% | +$22K | ﹤0.01% | 1694 |
|
|
2022
Q2 | $235K | Sell |
4,910
-1,000
| -17% | -$51.7K | ﹤0.01% | 1882 |
|
|
2022
Q1 | $353K | Sell |
5,910
-550
| -9% | -$33.9K | ﹤0.01% | 1815 |
|
|
2021
Q4 | $469K | Sell |
6,460
-2,440
| -27% | -$176K | ﹤0.01% | 1711 |
|
|
2021
Q3 | $575K | Sell |
8,900
-2,100
| -19% | -$132K | ﹤0.01% | 1688 |
|
|
2021
Q2 | $648K | Buy |
+11,000
| New | +$645K | ﹤0.01% | 1722 |
|
|
2020
Q4 | – | Sell |
-13,740
| Closed | -$489K | – | 2120 |
|
|
2020
Q3 | $489K | Buy |
13,740
+6,210
| +82% | +$212K | ﹤0.01% | 1453 |
|
|
2020
Q2 | $228K | Buy |
+7,530
| New | +$221K | ﹤0.01% | 1697 |
|
|
2020
Q1 | – | Sell |
-7,290
| Closed | -$274K | – | 2012 |
|
|
2019
Q4 | $274K | Sell |
7,290
-29,900
| -80% | -$1.13M | ﹤0.01% | 1868 |
|
|
2019
Q3 | $1.45M | Sell |
37,190
-50
| -0.1% | -$1.85K | 0.01% | 1142 |
|
|
2019
Q2 | $1.41M | Sell |
37,240
-2,050
| -5% | -$78.1K | 0.01% | 1196 |
|
|
2019
Q1 | $1.46M | Sell |
39,290
-1,810
| -4% | -$65.8K | 0.01% | 1209 |
|
|
2018
Q4 | $1.35M | Buy |
41,100
+29,190
| +245% | +$986K | 0.01% | 1241 |
|
|
2018
Q3 | $425K | Sell |
11,910
-5,900
| -33% | -$218K | ﹤0.01% | 2069 |
|
|
2018
Q2 | $634K | Buy |
17,810
+5,380
| +43% | +$187K | ﹤0.01% | 1822 |
|
|
2018
Q1 | $429K | Sell |
12,430
-12,090
| -49% | -$430K | ﹤0.01% | 2424 |
|
|
2017
Q4 | $927K | Buy |
24,520
+4,500
| +22% | +$168K | ﹤0.01% | 2115 |
|
|
2017
Q3 | $751K | Sell |
20,020
-1,910
| -9% | -$71.4K | ﹤0.01% | 2233 |
|
|
2017
Q2 | $803K | Sell |
21,930
-8,370
| -28% | -$304K | ﹤0.01% | 2187 |
|
|
2017
Q1 | $1.15M | Sell |
30,300
-6,310
| -17% | -$237K | ﹤0.01% | 2029 |
|
|
2016
Q4 | $1.35M | Buy |
36,610
+9,150
| +33% | +$314K | ﹤0.01% | 1963 |
|
|
2016
Q3 | $890K | Buy |
27,460
+8,470
| +45% | +$302K | ﹤0.01% | 2142 |
|
|
2016
Q2 | $711K | Sell |
18,990
-8,700
| -31% | -$314K | ﹤0.01% | 2235 |
|
|
2016
Q1 | $989K | Buy |
27,690
+7,220
| +35% | +$251K | ﹤0.01% | 2066 |
|
|
2015
Q4 | $797K | Buy |
20,470
+2,610
| +15% | +$105K | ﹤0.01% | 2206 |
|
|
2015
Q3 | $703K | Buy |
17,860
+5,000
| +39% | +$182K | ﹤0.01% | 2288 |
|
|
2015
Q2 | $420K | Sell |
12,860
-1,760
| -12% | -$57.5K | ﹤0.01% | 2597 |
|
|
2015
Q1 | $483K | Sell |
14,620
-5,340
| -27% | -$165K | ﹤0.01% | 2543 |
|
|
2014
Q4 | $567K | Sell |
19,960
-14,430
| -42% | -$391K | ﹤0.01% | 2480 |
|
|
2014
Q3 | $901K | Sell |
34,390
-1,440
| -4% | -$39.8K | ﹤0.01% | 2294 |
|
|
2014
Q2 | $1.04M | Buy |
+35,830
| New | +$947K | ﹤0.01% | 2243 |
|
|
2014
Q1 | – | Sell |
-20,490
| Closed | -$487K | – | 3361 |
|
|
2013
Q4 | $487K | Sell |
20,490
-11,860
| -37% | -$255K | ﹤0.01% | 2556 |
|
|
2013
Q3 | $596K | Buy |
+32,350
| New | +$559K | ﹤0.01% | 2371 |
|
Other funds holding UHAL
YAM
SCM
ACM
A
