SAM
Shell Asset Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,031
| Closed | -$1.31M | – | 1416 |
|
|
2021
Q3 | $1.31M | Buy |
2,031
+1,022
| +101% | +$660K | 0.03% | 421 |
|
|
2021
Q2 | $595K | Buy |
1,009
+902
| +843% | +$532K | 0.01% | 839 |
|
|
2021
Q1 | $66K | Sell |
107
-267
| -71% | -$165K | ﹤0.01% | 1353 |
|
|
2020
Q4 | $170K | Buy |
374
+136
| +57% | +$61.8K | ﹤0.01% | 1164 |
|
|
2020
Q3 | $85K | Sell |
238
-168
| -41% | -$60K | ﹤0.01% | 1197 |
|
|
2020
Q2 | $123K | Buy |
406
+187
| +85% | +$56.7K | ﹤0.01% | 1126 |
|
|
2020
Q1 | $64K | Sell |
219
-55
| -20% | -$16.1K | ﹤0.01% | 1151 |
|
|
2019
Q4 | $103K | Sell |
274
-72
| -21% | -$27.1K | ﹤0.01% | 1181 |
|
|
2019
Q3 | $135K | Sell |
346
-302
| -47% | -$118K | ﹤0.01% | 1175 |
|
|
2019
Q2 | $245K | Sell |
648
-85
| -12% | -$32.1K | 0.01% | 1086 |
|
|
2019
Q1 | $272K | Sell |
733
-101
| -12% | -$37.5K | 0.01% | 1060 |
|
|
2018
Q4 | $274K | Buy |
834
+452
| +118% | +$148K | 0.01% | 997 |
|
|
2018
Q3 | $136K | Buy |
382
+101
| +36% | +$36K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $100K | Buy |
281
+78
| +38% | +$27.8K | ﹤0.01% | 1075 |
|
|
2018
Q1 | $70K | Hold |
203
| – | – | ﹤0.01% | 1091 |
|
|
2017
Q4 | $77K | Sell |
203
-164
| -45% | -$62.2K | ﹤0.01% | 1079 |
|
|
2017
Q3 | $138K | Hold |
367
| – | – | ﹤0.01% | 1051 |
|
|
2017
Q2 | $134K | Hold |
367
| – | – | ﹤0.01% | 1052 |
|
|
2017
Q1 | $140K | Hold |
367
| – | – | ﹤0.01% | 1047 |
|
|
2016
Q4 | $136K | Hold |
367
| – | – | ﹤0.01% | 1017 |
|
|
2016
Q3 | $119K | Buy |
+367
| New | +$119K | ﹤0.01% | 999 |
|