HSBC Holdings’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
Q2
Sell
-8,863
Closed -$523K 2757
2023
Q1
$523K Buy
8,863
+4,564
+106% +$287K ﹤0.01% 2021
2022
Q4
$257K Sell
4,299
-122,981
-97% -$7.07M ﹤0.01% 2643
2022
Q3
$6.49M Buy
127,280
+94,030
+283% +$4.93M 0.01% 1078
2022
Q2
$1.59M Buy
33,250
+16,880
+103% +$873K ﹤0.01% 1699
2022
Q1
$979K Sell
16,370
-6,170
-27% -$380K ﹤0.01% 1959
2021
Q4
$1.64M Buy
22,540
+8,990
+66% +$647K ﹤0.01% 1778
2021
Q3
$880K Sell
13,550
-41,070
-75% -$2.57M ﹤0.01% 1949
2021
Q2
$3.22M Sell
54,620
-14,910
-21% -$874K ﹤0.01% 1260
2021
Q1
$4.25M Sell
69,530
-58,880
-46% -$3.13M 0.01% 1082
2020
Q4
$5.82M Buy
128,410
+8,040
+7% +$320K 0.01% 966
2020
Q3
$4.3M Buy
120,370
+22,800
+23% +$777K 0.01% 1006
2020
Q2
$2.95M Sell
97,570
-39,050
-29% -$1.14M 0.01% 1048
2020
Q1
$3.97M Sell
136,620
-67,530
-33% -$2.28M 0.01% 921
2019
Q4
$7.74M Buy
204,150
+108,980
+115% +$4.14M 0.01% 922
2019
Q3
$3.71M Buy
95,170
+26,910
+39% +$994K 0.01% 1312
2019
Q2
$2.58M Sell
68,260
-62,460
-48% -$2.38M ﹤0.01% 1423
2019
Q1
$4.86M Buy
130,720
+42,650
+48% +$1.55M 0.01% 1130
2018
Q4
$2.89M Buy
88,070
+18,130
+26% +$613K 0.01% 1338
2018
Q3
$2.49M Buy
69,940
+25,280
+57% +$933K ﹤0.01% 1392
2018
Q2
$1.59M Sell
44,660
-30,500
-41% -$1.06M ﹤0.01% 1585
2018
Q1
$2.59M Buy
75,160
+6,060
+9% +$215K ﹤0.01% 1335
2017
Q4
$2.61M Buy
69,100
+3,220
+5% +$120K ﹤0.01% 1023
2017
Q3
$2.47M Sell
65,880
-416,480
-86% -$15.6M ﹤0.01% 1248
2017
Q2
$17.7M Buy
482,360
+448,600
+1,329% +$16.3M 0.03% 554
2017
Q1
$1.29M Buy
33,760
+1,610
+5% +$60.5K ﹤0.01% 1354
2016
Q4
$1.19M Sell
32,150
-2,550
-7% -$87.4K ﹤0.01% 1360
2016
Q3
$1.13M Buy
34,700
+17,320
+100% +$619K ﹤0.01% 1319
2016
Q2
$651K Sell
17,380
-1,220
-7% -$44.1K ﹤0.01% 1476
2016
Q1
$664K Sell
18,600
-1,630
-8% -$56.7K ﹤0.01% 1456
2015
Q4
$788K Buy
20,230
+8,470
+72% +$342K ﹤0.01% 1528
2015
Q3
$463K Buy
11,760
+2,940
+33% +$107K ﹤0.01% 1427
2015
Q2
$288K Sell
8,820
-2,680
-23% -$87.6K ﹤0.01% 1635
2015
Q1
$380K Buy
+11,500
New +$356K ﹤0.01% 1653

Other funds holding UHAL