Stevens Capital Management’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
2019
Q2
Sell
-28,650
Closed -$1.06M 863
2019
Q1
$1.06M Buy
+28,650
New +$1.04M 0.05% 395
2016
Q2
Sell
-31,970
Closed -$1.14M 1136
2016
Q1
$1.14M Sell
31,970
-3,250
-9% -$113K 0.05% 396
2015
Q4
$1.37M Buy
35,220
+20,230
+135% +$818K 0.05% 358
2015
Q3
$590K Buy
+14,990
New +$545K 0.03% 491
2015
Q2
Sell
-22,520
Closed -$744K 1257
2015
Q1
$744K Sell
22,520
-9,040
-29% -$280K 0.03% 479
2014
Q4
$897K Sell
31,560
-3,020
-9% -$81.9K 0.03% 444
2014
Q3
$906K Buy
34,580
+16,170
+88% +$447K 0.03% 479
2014
Q2
$535K Sell
18,410
-19,970
-52% -$528K 0.01% 646
2014
Q1
$891K Buy
38,380
+9,900
+35% +$229K 0.02% 514
2013
Q4
$677K Sell
28,480
-7,890
-22% -$170K 0.02% 561
2013
Q3
$670K Buy
36,370
+20,440
+128% +$353K 0.02% 573
2013
Q2
$258K Buy
+15,930
New +$265K 0.01% 747

Other funds holding UHAL