RBA
Richard Bernstein Advisors’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Hold |
49,926
| – | – | 0.07% | 152 |
|
|
2025
Q1 | $2.95M | Sell |
49,926
-1,895
| -4% | -$112K | 0.07% | 153 |
|
|
2024
Q4 | $3.32M | Hold |
51,821
| – | – | 0.08% | 148 |
|
|
2024
Q3 | $3.73M | Hold |
51,821
| – | – | 0.08% | 124 |
|
|
2024
Q2 | $3.11M | Buy |
51,821
+8
| +0% | +$480 | 0.07% | 144 |
|
|
2024
Q1 | $3.45M | Hold |
51,813
| – | – | 0.07% | 124 |
|
|
2023
Q4 | $3.65M | Buy |
51,813
+31
| +0.1% | +$2.18K | 0.08% | 88 |
|
|
2023
Q3 | $2.71M | Buy |
+51,782
| New | +$2.71M | 0.06% | 153 |
|