JNE Partners’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
Q4 | – | Sell |
-64,000
| Closed | -$3.26M | – | 12 |
|
2022
Q3 | $3.26M | Hold |
64,000
| – | – | 1.89% | 11 |
|
2022
Q2 | $3.06M | Hold |
64,000
| – | – | 2% | 11 |
|
2022
Q1 | $3.82M | Hold |
64,000
| – | – | 1.81% | 13 |
|
2021
Q4 | $4.65M | Sell |
64,000
-444,260
| -87% | -$32.3M | 3.05% | 10 |
|
2021
Q3 | $32.8M | Hold |
508,260
| – | – | 18.52% | 1 |
|
2021
Q2 | $30M | Sell |
508,260
-132,190
| -21% | -$7.79M | 21.99% | 2 |
|
2021
Q1 | $39.2M | Sell |
640,450
-77,810
| -11% | -$4.77M | 24.73% | 1 |
|
2020
Q4 | $32.6M | Hold |
718,260
| – | – | 39.99% | 1 |
|
2020
Q3 | $25.6M | Hold |
718,260
| – | – | 22.32% | 1 |
|
2020
Q2 | $21.7M | Sell |
718,260
-87,740
| -11% | -$2.65M | 27.27% | 2 |
|
2020
Q1 | $23.4M | Buy |
+806,000
| New | +$23.4M | 24.34% | 2 |
|