Prelude 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,881
| Closed | -$294K | – | 1360 |
|
|
2022
Q4 | $294K | Sell |
4,881
-41,319
| -89% | -$2.49M | 0.02% | 693 |
|
|
2022
Q3 | $2.35M | Buy |
+46,200
| New | +$2.35M | 0.08% | 190 |
|
|
2022
Q1 | – | Sell |
-5,310
| Closed | -$386K | – | 1930 |
|
|
2021
Q4 | $386K | Buy |
+5,310
| New | +$386K | 0.01% | 914 |
|
|
2021
Q2 | – | Sell |
-30,060
| Closed | -$1.84M | – | 1650 |
|
|
2021
Q1 | $1.84M | Buy |
30,060
+8,230
| +38% | +$504K | 0.05% | 200 |
|
|
2020
Q4 | $991K | Buy |
+21,830
| New | +$991K | 0.03% | 215 |
|
|
2016
Q2 | – | Sell |
-2,700
| Closed | -$96K | – | 1683 |
|
|
2016
Q1 | $96K | Buy |
2,700
+300
| +13% | +$10.7K | 0.01% | 708 |
|
|
2015
Q4 | $93K | Buy |
+2,400
| New | +$93K | 0.01% | 784 |
|
|
2015
Q2 | – | Sell |
-3,300
| Closed | -$109K | – | 1954 |
|
|
2015
Q1 | $109K | Buy |
3,300
+800
| +32% | +$26.4K | 0.02% | 932 |
|
|
2014
Q4 | $71K | Sell |
2,500
-2,500
| -50% | -$71K | 0.01% | 1059 |
|
|
2014
Q3 | $131K | Buy |
5,000
+3,000
| +150% | +$78.6K | 0.02% | 864 |
|
|
2014
Q2 | $58K | Sell |
2,000
-15,000
| -88% | -$435K | 0.01% | 1172 |
|
|
2014
Q1 | $395K | Buy |
+17,000
| New | +$395K | 0.05% | 433 |
|
|
2013
Q4 | – | Sell |
-4,000
| Closed | -$74K | – | 1793 |
|
|
2013
Q3 | $74K | Hold |
4,000
| – | – | 0.01% | 766 |
|
|
2013
Q2 | $65K | Buy |
+4,000
| New | +$65K | 0.01% | 699 |
|