SI
Scharf Investments’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 | $8.98M | Sell |
148,257
-837,792
| -85% | -$50.7M | 0.26% | 30 |
|
|
2025
Q1 | $58.4M | Sell |
986,049
-10,754
| -1% | -$636K | 1.76% | 23 |
|
|
2024
Q4 | $63.8M | Sell |
996,803
-36,648
| -4% | -$2.35M | 1.89% | 22 |
|
|
2024
Q3 | $74.4M | Buy |
1,033,451
+762
| +0.1% | +$54.9K | 2.05% | 22 |
|
|
2024
Q2 | $62M | Sell |
1,032,689
-43,692
| -4% | -$2.62M | 1.77% | 24 |
|
|
2024
Q1 | $71.8M | Sell |
1,076,381
-63,708
| -6% | -$4.25M | 1.94% | 21 |
|
|
2023
Q4 | $80.3M | Buy |
1,140,089
+118,202
| +12% | +$8.33M | 2.2% | 23 |
|
|
2023
Q3 | $53.5M | Buy |
1,021,887
+127,951
| +14% | +$6.7M | 1.6% | 22 |
|
|
2023
Q2 | $45.3M | Buy |
+893,936
| New | +$45.3M | 1.36% | 23 |
|