Swiss Life Asset Management’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $684K | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.3M | Hold |
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|
2023
Q1 | $2.35M | Buy |
|