LS Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-750
| Closed | -$22K | – | 1713 |
|
|
2020
Q1 | $22K | Sell |
750
-2,980
| -80% | -$87.4K | ﹤0.01% | 1341 |
|
|
2019
Q4 | $140K | Hold |
3,730
| – | – | 0.01% | 985 |
|
|
2019
Q3 | $145K | Hold |
3,730
| – | – | 0.01% | 922 |
|
|
2019
Q2 | $141K | Hold |
3,730
| – | – | 0.01% | 938 |
|
|
2019
Q1 | $139K | Hold |
3,730
| – | – | 0.01% | 953 |
|
|
2018
Q4 | $122K | Sell |
3,730
-680
| -15% | -$22.2K | 0.01% | 963 |
|
|
2018
Q3 | $157K | Hold |
4,410
| – | – | 0.01% | 953 |
|
|
2018
Q2 | $157K | Hold |
4,410
| – | – | 0.01% | 979 |
|
|
2018
Q1 | $152K | Hold |
4,410
| – | – | 0.01% | 972 |
|
|
2017
Q4 | $167K | Hold |
4,410
| – | – | 0.01% | 989 |
|
|
2017
Q3 | $165K | Hold |
4,410
| – | – | 0.01% | 1011 |
|
|
2017
Q2 | $161K | Hold |
4,410
| – | – | 0.01% | 975 |
|
|
2017
Q1 | $168K | Hold |
4,410
| – | – | 0.01% | 919 |
|
|
2016
Q4 | $163K | Buy |
4,410
+350
| +9% | +$12.9K | 0.01% | 890 |
|
|
2016
Q3 | $132K | Sell |
4,060
-1,200
| -23% | -$39K | 0.01% | 921 |
|
|
2016
Q2 | $197K | Buy |
5,260
+420
| +9% | +$15.7K | 0.01% | 767 |
|
|
2016
Q1 | $173K | Buy |
4,840
+170
| +4% | +$6.08K | 0.01% | 668 |
|
|
2015
Q4 | $182K | Buy |
+4,670
| New | +$182K | 0.01% | 657 |
|