Rockefeller 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 |
-324
| Closed | -$19K | – | 3779 |
|
|
2022
Q4 | $19K | Sell |
324
-2,916
| -90% | -$171K | ﹤0.01% | 2833 |
|
|
2022
Q3 | $164K | Sell |
3,240
-50
| -2% | -$2.53K | ﹤0.01% | 1737 |
|
|
2022
Q2 | $157K | Sell |
3,290
-470
| -13% | -$22.4K | ﹤0.01% | 1723 |
|
|
2022
Q1 | $224K | Buy |
3,760
+470
| +14% | +$28K | ﹤0.01% | 1636 |
|
|
2021
Q4 | $238K | Hold |
3,290
| – | – | ﹤0.01% | 1578 |
|
|
2021
Q3 | $212K | Hold |
3,290
| – | – | ﹤0.01% | 1567 |
|
|
2021
Q2 | $193K | Hold |
3,290
| – | – | ﹤0.01% | 1524 |
|
|
2021
Q1 | $201K | Hold |
3,290
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q4 | $149K | Hold |
3,290
| – | – | ﹤0.01% | 1290 |
|
|
2020
Q3 | $117K | Sell |
3,290
-620
| -16% | -$22K | ﹤0.01% | 1202 |
|
|
2020
Q2 | $118K | Hold |
3,910
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q1 | $114K | Buy |
3,910
+600
| +18% | +$17.5K | ﹤0.01% | 981 |
|
|
2019
Q4 | $124K | Buy |
3,310
+320
| +11% | +$12K | ﹤0.01% | 904 |
|
|
2019
Q3 | $117K | Buy |
2,990
+50
| +2% | +$1.96K | ﹤0.01% | 751 |
|
|
2019
Q2 | $111K | Buy |
+2,940
| New | +$111K | ﹤0.01% | 668 |
|