IIM
INTECH Investment Management’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 | $433K | Sell |
7,972
-924
| -10% | -$50.2K | ﹤0.01% | 1694 |
|
|
2025
Q1 | $526K | Hold |
8,896
| – | – | 0.01% | 1591 |
|
|
2024
Q4 | $570K | Sell |
8,896
-14,981
| -63% | -$960K | 0.01% | 1481 |
|
|
2024
Q3 | $1.72M | Buy |
23,877
+20,499
| +607% | +$1.48M | 0.02% | 542 |
|
|
2024
Q2 | $203K | Hold |
3,378
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q1 | $225K | Buy |
+3,378
| New | +$225K | ﹤0.01% | 626 |
|
|
2023
Q4 | – | Sell |
-5,148
| Closed | -$270K | – | 752 |
|
|
2023
Q3 | $270K | Sell |
5,148
-8,447
| -62% | -$443K | ﹤0.01% | 663 |
|
|
2023
Q2 | $689K | Buy |
+13,595
| New | +$689K | 0.01% | 532 |
|