HCA
Hyperion Capital Advisors’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Hold |
15,000
| – | – | 0.51% | 27 |
|
|
2025
Q1 | $888K | Sell |
15,000
-360
| -2% | -$21.3K | 0.48% | 27 |
|
|
2024
Q4 | $984K | Hold |
15,360
| – | – | 0.51% | 24 |
|
|
2024
Q3 | $1.11M | Sell |
15,360
-4,300
| -22% | -$310K | 0.52% | 23 |
|
|
2024
Q2 | $1.18M | Hold |
19,660
| – | – | 0.55% | 23 |
|
|
2024
Q1 | $1.31M | Hold |
19,660
| – | – | 0.62% | 22 |
|
|
2023
Q4 | $1.38M | Sell |
19,660
-1,395
| -7% | -$98.3K | 0.75% | 22 |
|
|
2023
Q3 | $1.1M | Hold |
21,055
| – | – | 0.6% | 25 |
|
|
2023
Q2 | $1.07M | Buy |
21,055
+1,300
| +7% | +$65.9K | 0.58% | 25 |
|
|
2023
Q1 | $1.02M | Hold |
19,755
| – | – | 0.49% | 25 |
|
|
2022
Q4 | $1.09M | Buy |
+19,755
| New | +$1.09M | 0.54% | 24 |
|