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