Heartland Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30,146
| Closed | -$1.81M | – | 193 |
|
|
2022
Q4 | $1.81M | Sell |
30,146
-160,464
| -84% | -$9.66M | 0.11% | 171 |
|
|
2022
Q3 | $9.71M | Buy |
190,610
+48,460
| +34% | +$2.47M | 0.73% | 49 |
|
|
2022
Q2 | $6.8M | Buy |
142,150
+220
| +0.2% | +$10.5K | 0.47% | 89 |
|
|
2022
Q1 | $8.47M | Buy |
141,930
+26,330
| +23% | +$1.57M | 0.53% | 77 |
|
|
2021
Q4 | $8.4M | Sell |
115,600
-44,100
| -28% | -$3.2M | 0.49% | 95 |
|
|
2021
Q3 | $10.3M | Sell |
159,700
-59,100
| -27% | -$3.82M | 0.62% | 55 |
|
|
2021
Q2 | $12.9M | Buy |
218,800
+66,750
| +44% | +$3.93M | 0.75% | 34 |
|
|
2021
Q1 | $9.32M | Sell |
152,050
-39,050
| -20% | -$2.39M | 0.59% | 62 |
|
|
2020
Q4 | $8.68M | Buy |
191,100
+75,090
| +65% | +$3.41M | 0.62% | 59 |
|
|
2020
Q3 | $4.13M | Buy |
116,010
+64,990
| +127% | +$2.31M | 0.36% | 119 |
|
|
2020
Q2 | $1.54M | Sell |
51,020
-1,940
| -4% | -$58.6K | 0.14% | 172 |
|
|
2020
Q1 | $1.54M | Sell |
52,960
-135,390
| -72% | -$3.93M | 0.16% | 152 |
|
|
2019
Q4 | $7.08M | Buy |
188,350
+43,730
| +30% | +$1.64M | 0.52% | 86 |
|
|
2019
Q3 | $5.64M | Sell |
144,620
-13,670
| -9% | -$533K | 0.43% | 103 |
|
|
2019
Q2 | $5.99M | Sell |
158,290
-890
| -0.6% | -$33.7K | 0.44% | 106 |
|
|
2019
Q1 | $5.91M | Buy |
159,180
+1,950
| +1% | +$72.4K | 0.44% | 104 |
|
|
2018
Q4 | $5.16M | Sell |
157,230
-2,850
| -2% | -$93.5K | 0.43% | 102 |
|
|
2018
Q3 | $5.71M | Buy |
160,080
+2,910
| +2% | +$104K | 0.38% | 116 |
|
|
2018
Q2 | $5.6M | Buy |
157,170
+47,260
| +43% | +$1.68M | 0.37% | 118 |
|
|
2018
Q1 | $3.79M | Buy |
109,910
+70
| +0.1% | +$2.42K | 0.25% | 152 |
|
|
2017
Q4 | $4.15M | Buy |
109,840
+310
| +0.3% | +$11.7K | 0.27% | 136 |
|
|
2017
Q3 | $4.11M | Buy |
+109,530
| New | +$4.11M | 0.27% | 144 |
|