Lederer & Associates Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,540
| Closed | -$567K | – | 90 |
|
|
2019
Q3 | $567K | Sell |
14,540
-13,690
| -48% | -$534K | 0.54% | 56 |
|
|
2019
Q2 | $1.07M | Sell |
28,230
-4,080
| -13% | -$154K | 0.98% | 49 |
|
|
2019
Q1 | $1.2M | Buy |
32,310
+350
| +1% | +$13K | 1.12% | 42 |
|
|
2018
Q4 | $1.05M | Sell |
31,960
-860
| -3% | -$28.2K | 1.12% | 41 |
|
|
2018
Q3 | $1.17M | Sell |
32,820
-20
| -0.1% | -$714 | 0.99% | 50 |
|
|
2018
Q2 | $1.17M | Sell |
32,840
-6,020
| -15% | -$214K | 1.06% | 47 |
|
|
2018
Q1 | $1.34M | Buy |
38,860
+1,450
| +4% | +$50K | 1.21% | 41 |
|
|
2017
Q4 | $1.41M | Sell |
37,410
-1,700
| -4% | -$64.3K | 1.27% | 39 |
|
|
2017
Q3 | $1.47M | Hold |
39,110
| – | – | 1.4% | 36 |
|
|
2017
Q2 | $1.43M | Sell |
39,110
-1,270
| -3% | -$46.5K | 1.38% | 36 |
|
|
2017
Q1 | $1.54M | Sell |
40,380
-800
| -2% | -$30.5K | 1.45% | 34 |
|
|
2016
Q4 | $1.52M | Buy |
+41,180
| New | +$1.52M | 1.51% | 31 |
|