Schwartz Investment Counsel’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	-11,800	Closed	-$710K	–	146
2022 Q4	$710K	Sell	11,800 -106,200	-90%	-$6.39M	0.03%	109
2022 Q3	$6.01M	Hold	118,000	–	–	0.31%	68
2022 Q2	$5.64M	Hold	118,000	–	–	0.27%	71
2022 Q1	$7.04M	Hold	118,000	–	–	0.3%	63
2021 Q4	$8.57M	Hold	118,000	–	–	0.33%	55
2021 Q3	$7.62M	Sell	118,000 -92,000	-44%	-$5.94M	0.31%	61
2021 Q2	$12.4M	Hold	210,000	–	–	0.5%	48
2021 Q1	$12.9M	Hold	210,000	–	–	0.56%	43
2020 Q4	$9.53M	Sell	210,000 -5,000	-2%	-$227K	0.43%	50
2020 Q3	$7.65M	Buy	215,000 +50,000	+30%	+$1.78M	0.39%	55
2020 Q2	$4.99M	Buy	165,000 +5,000	+3%	+$151K	0.27%	61
2020 Q1	$4.65M	Sell	160,000 -110,000	-41%	-$3.2M	0.31%	65
2019 Q4	$10.1M	Buy	270,000 +100,000	+59%	+$3.76M	0.48%	56
2019 Q3	$6.63M	Hold	170,000	–	–	0.34%	63
2019 Q2	$6.44M	Hold	170,000	–	–	0.33%	59
2019 Q1	$6.32M	Buy	170,000 +5,000	+3%	+$186K	0.34%	67
2018 Q4	$5.41M	Sell	165,000 -55,000	-25%	-$1.8M	0.33%	69
2018 Q3	$7.85M	Hold	220,000	–	–	0.42%	65
2018 Q2	$7.84M	Sell	220,000 -1,849,000	-89%	-$65.8M	0.45%	66
2018 Q1	$15.7M	Buy	2,069,000 +1,899,000	+1,117%	+$14.4M	0.93%	42
2017 Q4	$6.42M	Hold	170,000	–	–	0.38%	72
2017 Q3	$6.37M	Buy	+170,000	New	+$6.37M	0.4%	71