Stevens Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28,650
| Closed | -$1.06M | – | 863 |
|
|
2019
Q1 | $1.06M | Buy |
+28,650
| New | +$1.06M | 0.05% | 395 |
|
|
2016
Q2 | – | Sell |
-31,970
| Closed | -$1.14M | – | 1135 |
|
|
2016
Q1 | $1.14M | Sell |
31,970
-3,250
| -9% | -$116K | 0.05% | 396 |
|
|
2015
Q4 | $1.37M | Buy |
35,220
+20,230
| +135% | +$788K | 0.05% | 358 |
|
|
2015
Q3 | $590K | Buy |
+14,990
| New | +$590K | 0.03% | 491 |
|
|
2015
Q2 | – | Sell |
-22,520
| Closed | -$744K | – | 1256 |
|
|
2015
Q1 | $744K | Sell |
22,520
-9,040
| -29% | -$299K | 0.03% | 479 |
|
|
2014
Q4 | $897K | Sell |
31,560
-3,020
| -9% | -$85.8K | 0.03% | 444 |
|
|
2014
Q3 | $906K | Buy |
34,580
+16,170
| +88% | +$424K | 0.03% | 479 |
|
|
2014
Q2 | $535K | Sell |
18,410
-19,970
| -52% | -$580K | 0.01% | 646 |
|
|
2014
Q1 | $891K | Buy |
38,380
+9,900
| +35% | +$230K | 0.02% | 514 |
|
|
2013
Q4 | $677K | Sell |
28,480
-7,890
| -22% | -$188K | 0.02% | 561 |
|
|
2013
Q3 | $670K | Buy |
36,370
+20,440
| +128% | +$377K | 0.02% | 573 |
|
|
2013
Q2 | $258K | Buy |
+15,930
| New | +$258K | 0.01% | 747 |
|