SG Americas Securities’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,723
| Closed | -$124K | – | 3452 |
|
|
2023
Q4 | $124K | Sell |
1,723
-1,058
| -38% | -$60K | ﹤0.01% | 2586 |
|
|
2023
Q3 | $152K | Buy |
2,781
+260
| +10% | +$15.1K | ﹤0.01% | 2491 |
|
|
2023
Q2 | $139K | Sell |
2,521
-3,268
| -56% | -$192K | ﹤0.01% | 1946 |
|
|
2023
Q1 | $345K | Sell |
5,789
-3,562
| -38% | -$224K | ﹤0.01% | 2009 |
|
|
2022
Q4 | $563K | Sell |
9,351
-8,459
| -47% | -$487K | 0.01% | 1439 |
|
|
2022
Q3 | $907K | Buy |
17,810
+3,070
| +21% | +$161K | 0.01% | 1084 |
|
|
2022
Q2 | $705K | Buy |
+14,740
| New | +$762K | 0.01% | 1647 |
|
|
2022
Q1 | – | Sell |
-9,470
| Closed | -$688K | – | 3454 |
|
|
2021
Q4 | $688K | Sell |
9,470
-4,000
| -30% | -$288K | ﹤0.01% | 1920 |
|
|
2021
Q3 | $870K | Sell |
13,470
-17,700
| -57% | -$1.11M | ﹤0.01% | 2027 |
|
|
2021
Q2 | $1.84M | Buy |
31,170
+22,390
| +255% | +$1.31M | 0.01% | 1181 |
|
|
2021
Q1 | $538K | Sell |
8,780
-51,700
| -85% | -$2.75M | ﹤0.01% | 1982 |
|
|
2020
Q4 | $2.75M | Buy |
60,480
+6,810
| +13% | +$271K | 0.01% | 868 |
|
|
2020
Q3 | $1.91M | Sell |
53,670
-2,190
| -4% | -$74.6K | 0.01% | 767 |
|
|
2020
Q2 | $1.69M | Buy |
55,860
+5,660
| +11% | +$166K | 0.01% | 955 |
|
|
2020
Q1 | $1.46M | Buy |
50,200
+2,840
| +6% | +$95.9K | 0.01% | 1009 |
|
|
2019
Q4 | $1.78M | Buy |
47,360
+7,890
| +20% | +$299K | 0.02% | 899 |
|
|
2019
Q3 | $1.54M | Sell |
39,470
-980
| -2% | -$36.2K | 0.01% | 1137 |
|
|
2019
Q2 | $1.53M | Sell |
40,450
-160,730
| -80% | -$6.12M | 0.01% | 1167 |
|
|
2019
Q1 | $7.47M | Buy |
201,180
+171,020
| +567% | +$6.21M | 0.07% | 293 |
|
|
2018
Q4 | $990K | Buy |
30,160
+16,880
| +127% | +$570K | 0.01% | 1335 |
|
|
2018
Q3 | $474K | Buy |
13,280
+8,010
| +152% | +$296K | ﹤0.01% | 2137 |
|
|
2018
Q2 | $188K | Buy |
+5,270
| New | +$183K | ﹤0.01% | 2638 |
|
|
2017
Q3 | – | Sell |
-23,100
| Closed | -$846K | – | 3737 |
|
|
2017
Q2 | $846K | Buy |
23,100
+7,780
| +51% | +$282K | 0.01% | 1520 |
|
|
2017
Q1 | $584K | Buy |
15,320
+550
| +4% | +$20.7K | 0.01% | 1738 |
|
|
2016
Q4 | $546K | Sell |
14,770
-280
| -2% | -$9.6K | ﹤0.01% | 1646 |
|
|
2016
Q3 | $488K | Buy |
15,050
+2,880
| +24% | +$103K | 0.01% | 1725 |
|
|
2016
Q2 | $456K | Sell |
12,170
-12,820
| -51% | -$463K | ﹤0.01% | 1742 |
|
|
2016
Q1 | $893K | Buy |
24,990
+16,260
| +186% | +$566K | 0.01% | 1390 |
|
|
2015
Q4 | $340K | Buy |
+8,730
| New | +$353K | ﹤0.01% | 1843 |
|
|
2015
Q2 | – | Sell |
-17,200
| Closed | -$568K | – | 2844 |
|
|
2015
Q1 | $568K | Buy |
+17,200
| New | +$532K | ﹤0.01% | 1397 |
|
|
2014
Q3 | – | Sell |
-4,280
| Closed | -$124K | – | 2843 |
|
|
2014
Q2 | $124K | Buy |
+4,280
| New | +$113K | ﹤0.01% | 2253 |
|
Other funds holding UHAL
SI
SCM
YAM
SCA
ACM
