SI
Scout 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $21.8M | Buy |
321,295
+1,536
| +0.5% | +$104K | 0.57% | 70 |
|
2024
Q2 | $19.2M | Buy |
+319,759
| New | +$19.2M | 0.52% | 79 |
|
2023
Q3 | – | Sell |
-400,543
| Closed | -$23.2M | – | 228 |
|
2023
Q2 | $23.2M | Sell |
400,543
-123,059
| -24% | -$7.11M | 0.47% | 76 |
|
2023
Q1 | $27.1M | Buy |
523,602
+42,303
| +9% | +$2.19M | 0.55% | 73 |
|
2022
Q4 | $26.5M | Buy |
+481,299
| New | +$26.5M | 0.54% | 68 |
|