Royce & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-75,420
| Closed | -$2.85M | – | 1283 |
|
|
2017
Q4 | $2.85M | Sell |
75,420
-4,000
| -5% | -$151K | 0.02% | 760 |
|
|
2017
Q3 | $2.98M | Sell |
79,420
-5,000
| -6% | -$187K | 0.02% | 730 |
|
|
2017
Q2 | $3.09M | Hold |
84,420
| – | – | 0.02% | 739 |
|
|
2017
Q1 | $3.22M | Sell |
84,420
-14,050
| -14% | -$536K | 0.02% | 723 |
|
|
2016
Q4 | $3.64M | Hold |
98,470
| – | – | 0.02% | 665 |
|
|
2016
Q3 | $3.19M | Hold |
98,470
| – | – | 0.02% | 703 |
|
|
2016
Q2 | $3.69M | Buy |
98,470
+14,050
| +17% | +$526K | 0.02% | 676 |
|
|
2016
Q1 | $3.02M | Sell |
84,420
-20,000
| -19% | -$715K | 0.02% | 741 |
|
|
2015
Q4 | $4.07M | Hold |
104,420
| – | – | 0.02% | 682 |
|
|
2015
Q3 | $4.11M | Hold |
104,420
| – | – | 0.02% | 697 |
|
|
2015
Q2 | $3.41M | Hold |
104,420
| – | – | 0.01% | 822 |
|
|
2015
Q1 | $3.45M | Sell |
104,420
-27,000
| -21% | -$892K | 0.01% | 828 |
|
|
2014
Q4 | $3.74M | Hold |
131,420
| – | – | 0.01% | 843 |
|
|
2014
Q3 | $3.44M | Sell |
131,420
-18,580
| -12% | -$487K | 0.01% | 890 |
|
|
2014
Q2 | $4.36M | Buy |
+150,000
| New | +$4.36M | 0.01% | 887 |
|