O'Shaughnessy Asset Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Sell |
727
-23
| -3% | -$1.39K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $49K | Buy |
750
+1
| +0.1% | +$65 | ﹤0.01% | 1987 |
|
|
2024
Q4 | $51.7K | Sell |
749
-266
| -26% | -$18.4K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $75.6K | Buy |
1,015
+17
| +2% | +$1.27K | ﹤0.01% | 1830 |
|
|
2024
Q2 | $61.6K | Sell |
998
-1
| -0.1% | -$62 | ﹤0.01% | 1692 |
|
|
2024
Q1 | $67.5K | Buy |
999
+1
| +0.1% | +$68 | ﹤0.01% | 1639 |
|
|
2023
Q4 | $71.7K | Buy |
998
+344
| +53% | +$24.7K | ﹤0.01% | 1528 |
|
|
2023
Q3 | $35.7K | Buy |
+654
| New | +$35.7K | ﹤0.01% | 1474 |
|
|
2023
Q2 | – | Sell |
-818
| Closed | -$48.8K | – | 1581 |
|
|
2023
Q1 | $48.8K | Sell |
818
-4
| -0.5% | -$239 | ﹤0.01% | 1349 |
|
|
2022
Q4 | $49.5K | Sell |
822
-4,508
| -85% | -$271K | ﹤0.01% | 1262 |
|
|
2022
Q3 | $271K | Buy |
+5,330
| New | +$271K | 0.01% | 975 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$1K | – | 2419 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2649 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2503 |
|
|
2021
Q1 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 2283 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2007 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1904 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | – | – | 1812 |
|
|
2019
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1904 |
|
|
2016
Q4 | – | Sell |
-8,210
| Closed | -$265K | – | 989 |
|
|
2016
Q3 | $265K | Hold |
8,210
| – | – | 0.01% | 433 |
|
|
2016
Q2 | $308K | Sell |
8,210
-40
| -0.5% | -$1.5K | 0.01% | 413 |
|
|
2016
Q1 | $285K | Hold |
8,250
| – | – | 0.01% | 405 |
|
|
2015
Q4 | $321K | Buy |
+8,250
| New | +$321K | 0.01% | 412 |
|
|
2014
Q2 | – | Sell |
-23,910
| Closed | -$554K | – | 1049 |
|
|
2014
Q1 | $554K | Sell |
23,910
-71,440
| -75% | -$1.66M | 0.01% | 393 |
|
|
2013
Q4 | $2.26M | Sell |
95,350
-4,900
| -5% | -$116K | 0.05% | 228 |
|
|
2013
Q3 | $1.84M | Sell |
100,250
-4,420
| -4% | -$81.3K | 0.04% | 244 |
|
|
2013
Q2 | $1.7M | Buy |
+104,670
| New | +$1.7M | 0.05% | 256 |
|