Mutual of America Capital Management’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
Q1 | – | Sell |
-7,840
| Closed | -$257K | – | 1711 |
|
|
2018
Q4 | $257K | Hold |
7,840
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q3 | $280K | Hold |
7,840
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q2 | $279K | Buy |
7,840
+230
| +3% | +$8.19K | ﹤0.01% | 1154 |
|
|
2018
Q1 | $263K | Hold |
7,610
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q4 | $288K | Sell |
7,610
-870
| -10% | -$32.9K | ﹤0.01% | 1138 |
|
|
2017
Q3 | $318K | Hold |
8,480
| – | – | 0.01% | 1138 |
|
|
2017
Q2 | $310K | Hold |
8,480
| – | – | 0.01% | 1142 |
|
|
2017
Q1 | $323K | Buy |
8,480
+1,410
| +20% | +$53.7K | 0.01% | 1141 |
|
|
2016
Q4 | $261K | Sell |
7,070
-540
| -7% | -$19.9K | ﹤0.01% | 1134 |
|
|
2016
Q3 | $247K | Hold |
7,610
| – | – | 0.01% | 1136 |
|
|
2016
Q2 | $285K | Buy |
7,610
+6,870
| +928% | +$257K | 0.01% | 1142 |
|
|
2016
Q1 | $26K | Hold |
740
| – | – | ﹤0.01% | 1209 |
|
|
2015
Q4 | $29K | Sell |
740
-260
| -26% | -$10.2K | ﹤0.01% | 1216 |
|
|
2015
Q3 | $39K | Sell |
1,000
-250
| -20% | -$9.75K | ﹤0.01% | 1200 |
|
|
2015
Q2 | $41K | Hold |
1,250
| – | – | ﹤0.01% | 1208 |
|
|
2015
Q1 | $41K | Buy |
+1,250
| New | +$41K | ﹤0.01% | 1203 |
|
|
2014
Q2 | – | Sell |
-15,600
| Closed | -$362K | – | 1281 |
|
|
2014
Q1 | $362K | Hold |
15,600
| – | – | 0.01% | 1145 |
|
|
2013
Q4 | $371K | Buy |
+15,600
| New | +$371K | 0.01% | 1136 |
|