SMDAM
Sumitomo Mitsui DS Asset Management’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $351K | Sell |
6,448
-38
| -0.6% | -$2.07K | ﹤0.01% | 680 |
|
2025
Q1 | $384K | Buy |
6,486
+1
| +0% | +$59 | ﹤0.01% | 704 |
|
2024
Q4 | $415K | Sell |
6,485
-51
| -0.8% | -$3.27K | ﹤0.01% | 713 |
|
2024
Q3 | $471K | Sell |
6,536
-28
| -0.4% | -$2.02K | 0.01% | 704 |
|
2024
Q2 | $394K | Buy |
6,564
+498
| +8% | +$29.9K | ﹤0.01% | 709 |
|
2024
Q1 | $404K | Sell |
6,066
-72
| -1% | -$4.8K | 0.01% | 705 |
|
2023
Q4 | $432K | Hold |
6,138
| – | – | 0.01% | 724 |
|
2023
Q3 | $322K | Hold |
6,138
| – | – | 0.01% | 723 |
|
2023
Q2 | $311K | Sell |
6,138
-2,293
| -27% | -$116K | ﹤0.01% | 730 |
|
2023
Q1 | $437K | Sell |
8,431
-259
| -3% | -$13.4K | 0.01% | 690 |
|
2022
Q4 | $478K | Buy |
+8,690
| New | +$478K | 0.01% | 659 |
|