SEI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
+8,208
| New | +$497K | ﹤0.01% | 2188 |
|
|
2024
Q4 | – | Sell |
-6,549
| Closed | -$507K | – | 2802 |
|
|
2024
Q3 | $507K | Buy |
6,549
+2,899
| +79% | +$225K | ﹤0.01% | 2176 |
|
|
2024
Q2 | $225K | Buy |
3,650
+376
| +11% | +$23.2K | ﹤0.01% | 2423 |
|
|
2024
Q1 | $221K | Buy |
3,274
+460
| +16% | +$31.1K | ﹤0.01% | 2400 |
|
|
2023
Q4 | $202K | Buy |
+2,814
| New | +$202K | ﹤0.01% | 2433 |
|
|
2022
Q4 | – | Sell |
-53,930
| Closed | -$2.75M | – | 2682 |
|
|
2022
Q3 | $2.75M | Buy |
53,930
+6,530
| +14% | +$333K | 0.01% | 1391 |
|
|
2022
Q2 | $2.07M | Sell |
47,400
-1,120
| -2% | -$48.8K | ﹤0.01% | 1537 |
|
|
2022
Q1 | $2.97M | Buy |
48,520
+24,180
| +99% | +$1.48M | 0.01% | 1371 |
|
|
2021
Q4 | $1.78M | Buy |
24,340
+7,540
| +45% | +$550K | ﹤0.01% | 1633 |
|
|
2021
Q3 | $1.1M | Sell |
16,800
-820
| -5% | -$53.9K | ﹤0.01% | 1747 |
|
|
2021
Q2 | $1.06M | Buy |
17,620
+3,340
| +23% | +$200K | ﹤0.01% | 1797 |
|
|
2021
Q1 | $875K | Buy |
14,280
+5,360
| +60% | +$328K | ﹤0.01% | 1810 |
|
|
2020
Q4 | $405K | Buy |
8,920
+1,640
| +23% | +$74.5K | ﹤0.01% | 2081 |
|
|
2020
Q3 | $259K | Buy |
+7,280
| New | +$259K | ﹤0.01% | 2148 |
|
|
2018
Q3 | – | Sell |
-2,100
| Closed | -$75K | – | 3404 |
|
|
2018
Q2 | $75K | Hold |
2,100
| – | – | ﹤0.01% | 2370 |
|
|
2018
Q1 | $73K | Buy |
2,100
+2,050
| +4,100% | +$71.3K | ﹤0.01% | 2234 |
|
|
2017
Q4 | $0 | Sell |
50
-44,270
| -100% | – | ﹤0.01% | 3494 |
|
|
2017
Q3 | $842K | Buy |
44,320
+44,310
| +443,100% | +$842K | ﹤0.01% | 1504 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 3293 |
|
|
2017
Q1 | $0 | Sell |
10
-2,030
| -100% | – | ﹤0.01% | 3086 |
|
|
2016
Q4 | $4K | Buy |
2,040
+1,400
| +219% | +$2.75K | ﹤0.01% | 2633 |
|
|
2016
Q3 | $20K | Buy |
640
+40
| +7% | +$1.25K | ﹤0.01% | 2277 |
|
|
2016
Q2 | $22K | Sell |
600
-13,710
| -96% | -$503K | ﹤0.01% | 2143 |
|
|
2016
Q1 | $511K | Buy |
14,310
+40
| +0.3% | +$1.43K | ﹤0.01% | 1300 |
|
|
2015
Q4 | $556K | Buy |
+14,270
| New | +$556K | ﹤0.01% | 1319 |
|