Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34,640
| Closed | -$1.76M | – | 3379 |
|
|
2022
Q3 | $1.76M | Sell |
34,640
-500
| -1% | -$26.2K | ﹤0.01% | 1565 |
|
|
2022
Q2 | $1.68M | Sell |
35,140
-3,450
| -9% | -$178K | ﹤0.01% | 1610 |
|
|
2022
Q1 | $2.3M | Sell |
38,590
-420
| -1% | -$25.9K | ﹤0.01% | 1516 |
|
|
2021
Q4 | $2.83M | Buy |
39,010
+1,280
| +3% | +$92.1K | ﹤0.01% | 1385 |
|
|
2021
Q3 | $2.44M | Buy |
37,730
+2,230
| +6% | +$140K | ﹤0.01% | 1446 |
|
|
2021
Q2 | $2.09M | Buy |
35,500
+25,890
| +269% | +$1.52M | ﹤0.01% | 1578 |
|
|
2021
Q1 | $588K | Sell |
9,610
-4,980
| -34% | -$265K | ﹤0.01% | 2380 |
|
|
2020
Q4 | $663K | Sell |
14,590
-300
| -2% | -$12K | ﹤0.01% | 2137 |
|
|
2020
Q3 | $530K | Sell |
14,890
-3,030
| -17% | -$103K | ﹤0.01% | 2053 |
|
|
2020
Q2 | $541K | Sell |
17,920
-640
| -3% | -$18.8K | ﹤0.01% | 1990 |
|
|
2020
Q1 | $539K | Sell |
18,560
-2,050
| -10% | -$69.2K | ﹤0.01% | 1817 |
|
|
2019
Q4 | $777K | Buy |
20,610
+1,880
| +10% | +$71.4K | ﹤0.01% | 2001 |
|
|
2019
Q3 | $729K | Sell |
18,730
-15,130
| -45% | -$559K | ﹤0.01% | 1950 |
|
|
2019
Q2 | $1.28M | Buy |
33,860
+12,850
| +61% | +$490K | ﹤0.01% | 1647 |
|
|
2019
Q1 | $779K | Buy |
21,010
+340
| +2% | +$12.4K | ﹤0.01% | 1811 |
|
|
2018
Q4 | $678K | Sell |
20,670
-920
| -4% | -$31.1K | ﹤0.01% | 1781 |
|
|
2018
Q3 | $765K | Buy |
21,590
+60
| +0.3% | +$2.21K | ﹤0.01% | 1850 |
|
|
2018
Q2 | $764K | Buy |
21,530
+1,640
| +8% | +$57K | ﹤0.01% | 1792 |
|
|
2018
Q1 | $683K | Buy |
19,890
+5,550
| +39% | +$197K | ﹤0.01% | 1790 |
|
|
2017
Q4 | $542K | Buy |
14,340
+10
| +0.1% | +$374 | ﹤0.01% | 1866 |
|
|
2017
Q3 | $532K | Buy |
14,330
+3,990
| +39% | +$149K | ﹤0.01% | 1849 |
|
|
2017
Q2 | $377K | Buy |
10,340
+10
| +0.1% | +$363 | ﹤0.01% | 2022 |
|
|
2017
Q1 | $391K | Buy |
+10,330
| New | +$388K | ﹤0.01% | 1952 |
|
|
2016
Q4 | – | Sell |
-8,160
| Closed | -$265K | – | 2552 |
|
|
2016
Q3 | $265K | Sell |
8,160
-49,180
| -86% | -$1.76M | ﹤0.01% | 2049 |
|
|
2016
Q2 | $2.15M | Buy |
57,340
+23,860
| +71% | +$862K | 0.01% | 960 |
|
|
2016
Q1 | $1.2M | Sell |
33,480
-6,680
| -17% | -$232K | 0.01% | 1149 |
|
|
2015
Q4 | $1.56M | Buy |
40,160
+460
| +1% | +$18.6K | 0.01% | 1082 |
|
|
2015
Q3 | $1.56M | Buy |
39,700
+4,190
| +12% | +$152K | 0.01% | 1026 |
|
|
2015
Q2 | $1.16M | Sell |
35,510
-5,190
| -13% | -$170K | 0.01% | 1287 |
|
|
2015
Q1 | $1.34M | Sell |
40,700
-460
| -1% | -$14.2K | 0.01% | 1141 |
|
|
2014
Q4 | $1.17M | Buy |
41,160
+4,970
| +14% | +$135K | 0.01% | 1185 |
|
|
2014
Q3 | $947K | Sell |
36,190
-3,460
| -9% | -$95.7K | 0.01% | 1162 |
|
|
2014
Q2 | $1.15M | Sell |
39,650
-14,660
| -27% | -$387K | 0.01% | 1045 |
|
|
2014
Q1 | $1.26M | Buy |
+54,310
| New | +$1.26M | 0.01% | 939 |
|
Other funds holding UHAL
YAM
SCM
ACM
A
