James Investment Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-320
| Closed | -$19K | – | 552 |
|
|
2022
Q1 | $19K | Sell |
320
-3,650
| -92% | -$217K | ﹤0.01% | 422 |
|
|
2021
Q4 | $288K | Buy |
3,970
+680
| +21% | +$49.3K | 0.03% | 246 |
|
|
2021
Q3 | $212K | Sell |
3,290
-710
| -18% | -$45.8K | 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% | -$15.1K | 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% | -$82.2K | 0.01% | 559 |
|
|
2018
Q3 | $250K | Sell |
7,000
-500
| -7% | -$17.9K | 0.01% | 568 |
|
|
2018
Q2 | $267K | Hold |
7,500
| – | – | 0.01% | 565 |
|
|
2018
Q1 | $259K | Sell |
7,500
-2,300
| -23% | -$79.4K | 0.01% | 553 |
|
|
2017
Q4 | $370K | Sell |
9,800
-500
| -5% | -$18.9K | 0.01% | 541 |
|
|
2017
Q3 | $386K | Sell |
10,300
-1,500
| -13% | -$56.2K | 0.01% | 501 |
|
|
2017
Q2 | $432K | Sell |
11,800
-40,100
| -77% | -$1.47M | 0.01% | 465 |
|
|
2017
Q1 | $1.98M | Sell |
51,900
-13,250
| -20% | -$505K | 0.06% | 228 |
|
|
2016
Q4 | $2.41M | Sell |
65,150
-570,050
| -90% | -$21.1M | 0.06% | 207 |
|
|
2016
Q3 | $20.6M | Sell |
635,200
-1,488,370
| -70% | -$48.3M | 0.55% | 61 |
|
|
2016
Q2 | $79.5M | Buy |
2,123,570
+94,850
| +5% | +$3.55M | 2.01% | 5 |
|
|
2016
Q1 | $72.5M | Buy |
2,028,720
+556,110
| +38% | +$19.9M | 1.77% | 8 |
|
|
2015
Q4 | $57.4M | Buy |
1,472,610
+118,870
| +9% | +$4.63M | 1.42% | 20 |
|
|
2015
Q3 | $53.3M | Sell |
1,353,740
-8,100
| -0.6% | -$319K | 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% | +$29.4K | 1.33% | 18 |
|
|
2014
Q4 | $48.6M | Sell |
1,711,100
-5,250
| -0.3% | -$149K | 1.33% | 17 |
|
|
2014
Q3 | $45M | Sell |
1,716,350
-299,750
| -15% | -$7.85M | 1.4% | 17 |
|
|
2014
Q2 | $58.6M | Buy |
2,016,100
+94,150
| +5% | +$2.74M | 1.86% | 7 |
|
|
2014
Q1 | $44.6M | Buy |
1,921,950
+21,400
| +1% | +$497K | 1.43% | 14 |
|
|
2013
Q4 | $45.2M | Buy |
1,900,550
+68,750
| +4% | +$1.64M | 1.42% | 17 |
|
|
2013
Q3 | $33.7M | Buy |
1,831,800
+17,400
| +1% | +$320K | 1.28% | 20 |
|
|
2013
Q2 | $29.4M | Buy |
+1,814,400
| New | +$29.4M | 1.21% | 24 |
|