James Investment Research’s U-Haul Holding Co UHAL Stock Holding History

James Investment Research’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-320	Closed	-$19K	–	552
2022 Q1	$19K	Sell	320 -3,650	-92%	-$225K	﹤0.01%	422
2021 Q4	$288K	Buy	3,970 +680	+21%	+$49K	0.03%	246
2021 Q3	$212K	Sell	3,290 -710	-18%	-$44.5K	0.02%	275
2021 Q2	$236K	Hold	4,000	–	–	0.02%	274
2021 Q1	$245K	Hold	4,000	–	–	0.02%	263
2020 Q4	$182K	Hold	4,000	–	–	0.02%	274
2020 Q3	$142K	Hold	4,000	–	–	0.01%	271
2020 Q2	$121K	Sell	4,000 -500	-11%	-$14.7K	0.01%	273
2020 Q1	$131K	Hold	4,500	–	–	0.01%	254
2019 Q4	$169K	Hold	4,500	–	–	0.01%	295
2019 Q3	$176K	Hold	4,500	–	–	0.01%	320
2019 Q2	$170K	Hold	4,500	–	–	0.01%	393
2019 Q1	$167K	Hold	4,500	–	–	0.01%	532
2018 Q4	$148K	Sell	4,500 -2,500	-36%	-$84.5K	0.01%	559
2018 Q3	$250K	Sell	7,000 -500	-7%	-$18.5K	0.01%	568
2018 Q2	$267K	Hold	7,500	–	–	0.01%	565
2018 Q1	$259K	Sell	7,500 -2,300	-23%	-$81.8K	0.01%	553
2017 Q4	$370K	Sell	9,800 -500	-5%	-$18.7K	0.01%	541
2017 Q3	$386K	Sell	10,300 -1,500	-13%	-$56K	0.01%	501
2017 Q2	$432K	Sell	11,800 -40,100	-77%	-$1.45M	0.01%	465
2017 Q1	$1.98M	Sell	51,900 -13,250	-20%	-$498K	0.06%	228
2016 Q4	$2.41M	Sell	65,150 -570,050	-90%	-$19.5M	0.06%	207
2016 Q3	$20.6M	Sell	635,200 -1,488,370	-70%	-$53.2M	0.55%	61
2016 Q2	$79.5M	Buy	2,123,570 +94,850	+5%	+$3.43M	2.01%	5
2016 Q1	$72.5M	Buy	2,028,720 +556,110	+38%	+$19.3M	1.77%	8
2015 Q4	$57.4M	Buy	1,472,610 +118,870	+9%	+$4.8M	1.42%	20
2015 Q3	$53.3M	Sell	1,353,740 -8,100	-0.6%	-$294K	1.42%	18
2015 Q2	$44.5M	Sell	1,361,840 -350,150	-20%	-$11.4M	1.04%	33
2015 Q1	$56.6M	Buy	1,711,990 +890	+0.1%	+$27.5K	1.33%	18
2014 Q4	$48.6M	Sell	1,711,100 -5,250	-0.3%	-$142K	1.33%	17
2014 Q3	$45M	Sell	1,716,350 -299,750	-15%	-$8.29M	1.4%	17
2014 Q2	$58.6M	Buy	2,016,100 +94,150	+5%	+$2.49M	1.86%	7
2014 Q1	$44.6M	Buy	1,921,950 +21,400	+1%	+$495K	1.43%	14
2013 Q4	$45.2M	Buy	1,900,550 +68,750	+4%	+$1.48M	1.42%	17
2013 Q3	$33.7M	Buy	1,831,800 +17,400	+1%	+$300K	1.28%	20
2013 Q2	$29.4M	Buy	+1,814,400	New	+$30.1M	1.21%	24