SEI Investments’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $536K | Sell |
9,862
-111
| -1% | -$6.04K | ﹤0.01% | 2152 |
|
2025
Q1 | $590K | Buy |
9,973
+1,906
| +24% | +$113K | ﹤0.01% | 2088 |
|
2024
Q4 | $517K | Buy |
8,067
+1,228
| +18% | +$78.7K | ﹤0.01% | 2174 |
|
2024
Q3 | $492K | Buy |
6,839
+39
| +0.6% | +$2.81K | ﹤0.01% | 2190 |
|
2024
Q2 | $408K | Buy |
6,800
+1,647
| +32% | +$98.9K | ﹤0.01% | 2223 |
|
2024
Q1 | $344K | Sell |
5,153
-907
| -15% | -$60.5K | ﹤0.01% | 2251 |
|
2023
Q4 | $427K | Buy |
6,060
+414
| +7% | +$29.2K | ﹤0.01% | 2164 |
|
2023
Q3 | $296K | Buy |
5,646
+1,327
| +31% | +$69.5K | ﹤0.01% | 2305 |
|
2023
Q2 | $219K | Sell |
4,319
-6,366
| -60% | -$323K | ﹤0.01% | 2453 |
|
2023
Q1 | $554K | Sell |
10,685
-25,170
| -70% | -$1.31M | ﹤0.01% | 2091 |
|
2022
Q4 | $1.97M | Buy |
+35,855
| New | +$1.97M | ﹤0.01% | 1505 |
|