R.H. Bluestein & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,100
| Closed | -$309K | – | 340 |
|
|
2017
Q1 | $309K | Sell |
8,100
-2,630
| -25% | -$100K | 0.02% | 236 |
|
|
2016
Q4 | $397K | Hold |
10,730
| – | – | 0.03% | 155 |
|
|
2016
Q3 | $348K | Sell |
10,730
-820
| -7% | -$26.6K | 0.02% | 170 |
|
|
2016
Q2 | $433K | Sell |
11,550
-708,990
| -98% | -$26.6M | 0.03% | 116 |
|
|
2016
Q1 | $25.7M | Sell |
720,540
-330,490
| -31% | -$11.8M | 1.86% | 24 |
|
|
2015
Q4 | $40.9M | Sell |
1,051,030
-42,940
| -4% | -$1.67M | 2.56% | 11 |
|
|
2015
Q3 | $43M | Buy |
1,093,970
+123,950
| +13% | +$4.88M | 3.06% | 4 |
|
|
2015
Q2 | $31.7M | Sell |
970,020
-17,740
| -2% | -$580K | 1.93% | 24 |
|
|
2015
Q1 | $32.6M | Sell |
987,760
-143,250
| -13% | -$4.73M | 1.97% | 21 |
|
|
2014
Q4 | $32.2M | Sell |
1,131,010
-143,260
| -11% | -$4.07M | 2.01% | 21 |
|
|
2014
Q3 | $33.4M | Buy |
1,274,270
+66,860
| +6% | +$1.75M | 2.09% | 17 |
|
|
2014
Q2 | $35.1M | Buy |
1,207,410
+731,620
| +154% | +$21.3M | 2.09% | 14 |
|
|
2014
Q1 | $11M | Buy |
475,790
+162,690
| +52% | +$3.78M | 0.73% | 49 |
|
|
2013
Q4 | $7.45M | Buy |
+313,100
| New | +$7.45M | 0.47% | 55 |
|