Heartland Advisors’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
2023
Q3
Sell
-14,813
Closed -$751K 183
2023
Q2
$751K Sell
14,813
-7,495
-34% -$380K 0.04% 172
2023
Q1
$1.16M Sell
22,308
-168,833
-88% -$8.75M 0.07% 171
2022
Q4
$10.5M Buy
+191,141
New +$10.5M 0.67% 56