Sumitomo Mitsui Trust Group’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.53M | Sell |
175,195
-2,329
| -1% | -$127K | 0.01% | 677 |
|
|
2025
Q1 | $10.5M | Buy |
177,524
+505
| +0.3% | +$29.9K | 0.01% | 685 |
|
|
2024
Q4 | $11.3M | Sell |
177,019
-2,704
| -2% | -$173K | 0.01% | 699 |
|
|
2024
Q3 | $12.9M | Sell |
179,723
-323
| -0.2% | -$23.3K | 0.01% | 686 |
|
|
2024
Q2 | $10.8M | Sell |
180,046
-47,733
| -21% | -$2.86M | 0.01% | 698 |
|
|
2024
Q1 | $15.2M | Sell |
227,779
-5,479
| -2% | -$365K | 0.01% | 742 |
|
|
2023
Q4 | $16.4M | Buy |
233,258
+6,664
| +3% | +$469K | 0.01% | 727 |
|
|
2023
Q3 | $11.9M | Hold |
226,594
| – | – | 0.01% | 760 |
|
|
2023
Q2 | $11.5M | Sell |
226,594
-75,602
| -25% | -$3.83M | 0.01% | 780 |
|
|
2023
Q1 | $15.7M | Buy |
302,196
+12,736
| +4% | +$660K | 0.01% | 747 |
|
|
2022
Q4 | $15.9M | Buy |
+289,460
| New | +$15.9M | 0.01% | 744 |
|