ISZO Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-430,740
| Closed | -$16.8M | – | 9 |
|
|
2015
Q4 | $16.8M | Buy |
430,740
+28,500
| +7% | +$1.11M | 11.25% | 2 |
|
|
2015
Q3 | $15.8M | Buy |
402,240
+22,000
| +6% | +$866K | 8.98% | 3 |
|
|
2015
Q2 | $12.4M | Buy |
380,240
+18,010
| +5% | +$589K | 6.43% | 3 |
|
|
2015
Q1 | $12M | Hold |
362,230
| – | – | 5.85% | 4 |
|
|
2014
Q4 | $10.3M | Sell |
362,230
-138,900
| -28% | -$3.95M | 4.8% | 3 |
|
|
2014
Q3 | $13.1M | Buy |
501,130
+13,270
| +3% | +$348K | 6.66% | 2 |
|
|
2014
Q2 | $14.2M | Buy |
487,860
+113,000
| +30% | +$3.29M | 7.35% | 2 |
|
|
2014
Q1 | $8.7M | Buy |
+374,860
| New | +$8.7M | 5.24% | 2 |
|