Jacobs Levy Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Buy |
51,217
+20,940
| +69% | +$1.27M | 0.01% | 547 |
|
|
2025
Q1 | $1.98M | Sell |
30,277
-1,553
| -5% | -$102K | 0.01% | 660 |
|
|
2024
Q4 | $2.2M | Sell |
31,830
-2,711
| -8% | -$187K | 0.01% | 577 |
|
|
2024
Q3 | $2.68M | Sell |
34,541
-73,021
| -68% | -$5.66M | 0.01% | 548 |
|
|
2024
Q2 | $6.64M | Sell |
107,562
-5,979
| -5% | -$369K | 0.03% | 400 |
|
|
2024
Q1 | $7.67M | Sell |
113,541
-9,600
| -8% | -$648K | 0.03% | 344 |
|
|
2023
Q4 | $8.84M | Buy |
123,141
+61,033
| +98% | +$4.38M | 0.04% | 313 |
|
|
2023
Q3 | $3.39M | Buy |
+62,108
| New | +$3.39M | 0.02% | 453 |
|
|
2022
Q3 | – | Sell |
-6,680
| Closed | -$319K | – | 1175 |
|
|
2022
Q2 | $319K | Sell |
6,680
-255,550
| -97% | -$12.2M | ﹤0.01% | 916 |
|
|
2022
Q1 | $15.7M | Sell |
262,230
-177,080
| -40% | -$10.6M | 0.11% | 230 |
|
|
2021
Q4 | $31.9M | Buy |
439,310
+91,070
| +26% | +$6.61M | 0.21% | 118 |
|
|
2021
Q3 | $22.5M | Sell |
348,240
-122,660
| -26% | -$7.92M | 0.15% | 166 |
|
|
2021
Q2 | $27.8M | Buy |
470,900
+276,270
| +142% | +$16.3M | 0.19% | 149 |
|
|
2021
Q1 | $11.9M | Buy |
194,630
+33,330
| +21% | +$2.04M | 0.09% | 256 |
|
|
2020
Q4 | $7.32M | Buy |
161,300
+84,390
| +110% | +$3.83M | 0.06% | 322 |
|
|
2020
Q3 | $2.74M | Buy |
76,910
+230
| +0.3% | +$8.19K | 0.03% | 462 |
|
|
2020
Q2 | $2.32M | Buy |
+76,680
| New | +$2.32M | 0.03% | 502 |
|
|
2019
Q4 | – | Sell |
-25,290
| Closed | -$986K | – | 1067 |
|
|
2019
Q3 | $986K | Sell |
25,290
-38,230
| -60% | -$1.49M | 0.01% | 616 |
|
|
2019
Q2 | $2.41M | Sell |
63,520
-14,130
| -18% | -$535K | 0.03% | 491 |
|
|
2019
Q1 | $2.89M | Buy |
77,650
+56,100
| +260% | +$2.08M | 0.04% | 440 |
|
|
2018
Q4 | $707K | Buy |
+21,550
| New | +$707K | 0.01% | 673 |
|