Kovitz Investment Group 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
Q1 | – | Sell |
-11,020
| Closed | -$500K | – | 452 |
|
|
2021
Q4 | $500K | Buy |
+11,020
| New | +$500K | 0.01% | 329 |
|
|
2021
Q2 | – | Sell |
-9,850
| Closed | -$603K | – | 423 |
|
|
2021
Q1 | $603K | Sell |
9,850
-1,170
| -11% | -$71.6K | 0.01% | 323 |
|
|
2020
Q4 | $500K | Sell |
11,020
-3,610
| -25% | -$164K | 0.01% | 327 |
|
|
2020
Q3 | $521K | Sell |
14,630
-757,810
| -98% | -$27M | 0.01% | 316 |
|
|
2020
Q2 | $23.3M | Sell |
772,440
-643,200
| -45% | -$19.4M | 0.72% | 38 |
|
|
2020
Q1 | $41.1M | Buy |
1,415,640
+36,630
| +3% | +$1.06M | 1.48% | 24 |
|
|
2019
Q4 | $51.8M | Buy |
1,379,010
+4,150
| +0.3% | +$156K | 1.51% | 21 |
|
|
2019
Q3 | $53.6M | Sell |
1,374,860
-370,090
| -21% | -$14.4M | 1.71% | 16 |
|
|
2019
Q2 | $66.1M | Sell |
1,744,950
-155,290
| -8% | -$5.88M | 2.09% | 14 |
|
|
2019
Q1 | $70.6M | Buy |
1,900,240
+10,070
| +0.5% | +$374K | 2.23% | 11 |
|
|
2018
Q4 | $62M | Buy |
1,890,170
+14,770
| +0.8% | +$485K | 2.45% | 10 |
|
|
2018
Q3 | $66.9M | Buy |
1,875,400
+150
| +0% | +$5.35K | 3.04% | 10 |
|
|
2018
Q2 | $66.8M | Buy |
1,875,250
+442,100
| +31% | +$15.7M | 3.11% | 10 |
|
|
2018
Q1 | $49.5M | Buy |
1,433,150
+35,860
| +3% | +$1.24M | 2.39% | 16 |
|
|
2017
Q4 | $52.8K | Buy |
1,397,290
+35,790
| +3% | +$1.35K | 2.26% | 17 |
|
|
2017
Q3 | $51M | Buy |
1,361,500
+37,570
| +3% | +$1.41M | 2.54% | 16 |
|
|
2017
Q2 | $48.5M | Buy |
1,323,930
+263,850
| +25% | +$9.66M | 2.58% | 18 |
|
|
2017
Q1 | $40.4M | Buy |
1,060,080
+30,410
| +3% | +$1.16M | 2.22% | 23 |
|
|
2016
Q4 | $38.1M | Buy |
1,029,670
+557,520
| +118% | +$20.6M | 2.22% | 25 |
|
|
2016
Q3 | $15.3M | Buy |
+472,150
| New | +$15.3M | 0.94% | 31 |
|