SFM
Systematic Financial Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.4K | Hold |
1,642
| – | – | ﹤0.01% | 238 |
|
|
2025
Q1 | $107K | Hold |
1,642
| – | – | ﹤0.01% | 238 |
|
|
2024
Q4 | $113K | Hold |
1,642
| – | – | ﹤0.01% | 242 |
|
|
2024
Q3 | $127K | Sell |
1,642
-237
| -13% | -$18.4K | ﹤0.01% | 325 |
|
|
2024
Q2 | $116K | Sell |
1,879
-40
| -2% | -$2.47K | ﹤0.01% | 239 |
|
|
2024
Q1 | $130K | Sell |
1,919
-50
| -3% | -$3.38K | ﹤0.01% | 243 |
|
|
2023
Q4 | $141K | Hold |
1,969
| – | – | ﹤0.01% | 224 |
|
|
2023
Q3 | $107K | Sell |
1,969
-575
| -23% | -$31.4K | ﹤0.01% | 223 |
|
|
2023
Q2 | $141K | Sell |
2,544
-22,063
| -90% | -$1.22M | ﹤0.01% | 218 |
|
|
2023
Q1 | $1.47M | Sell |
24,607
-1,460
| -6% | -$87.1K | 0.05% | 174 |
|
|
2022
Q4 | $1.57M | Sell |
26,067
-6,084
| -19% | -$366K | 0.05% | 172 |
|
|
2022
Q3 | $16.4M | Sell |
32,151
-8,700
| -21% | -$4.43M | 0.6% | 71 |
|
|
2022
Q2 | $19.5M | Sell |
40,851
-419
| -1% | -$200K | 0.68% | 64 |
|
|
2022
Q1 | $24.6M | Buy |
41,270
+801
| +2% | +$478K | 0.77% | 48 |
|
|
2021
Q4 | $29.4M | Sell |
40,469
-4,017
| -9% | -$2.92M | 0.87% | 31 |
|
|
2021
Q3 | $28.7M | Sell |
44,486
-504
| -1% | -$326K | 0.89% | 33 |
|
|
2021
Q2 | $26.5M | Buy |
44,990
+7,557
| +20% | +$4.45M | 0.8% | 43 |
|
|
2021
Q1 | $22.9M | Sell |
37,433
-532
| -1% | -$326K | 0.84% | 38 |
|
|
2020
Q4 | $17.2M | Sell |
37,965
-314
| -0.8% | -$143K | 0.76% | 49 |
|
|
2020
Q3 | $13.6M | Sell |
38,279
-1,710
| -4% | -$609K | 0.75% | 56 |
|
|
2020
Q2 | $12.1M | Sell |
39,989
-4,533
| -10% | -$1.37M | 0.63% | 63 |
|
|
2020
Q1 | $12.9M | Sell |
44,522
-11,794
| -21% | -$3.43M | 0.79% | 42 |
|
|
2019
Q4 | $21.2M | Buy |
56,316
+8,690
| +18% | +$3.27M | 0.83% | 35 |
|
|
2019
Q3 | $18.6M | Buy |
47,626
+5,220
| +12% | +$2.04M | 0.83% | 35 |
|
|
2019
Q2 | $16.1M | Buy |
42,406
+1,678
| +4% | +$635K | 0.62% | 50 |
|
|
2019
Q1 | $15.1M | Buy |
40,728
+2,827
| +7% | +$1.05M | 0.52% | 63 |
|
|
2018
Q4 | $12.4M | Buy |
37,901
+5,163
| +16% | +$1.69M | 0.38% | 95 |
|
|
2018
Q3 | $11.7M | Buy |
32,738
+344
| +1% | +$123K | 0.28% | 142 |
|
|
2018
Q2 | $11.5M | Sell |
32,394
-20,846
| -39% | -$7.42M | 0.28% | 144 |
|
|
2018
Q1 | $18.4M | Buy |
53,240
+11,021
| +26% | +$3.8M | 0.41% | 77 |
|
|
2017
Q4 | $16M | Buy |
42,219
+11,254
| +36% | +$4.25M | 0.32% | 109 |
|
|
2017
Q3 | $11.6M | Buy |
30,965
+1,121
| +4% | +$420K | 0.24% | 138 |
|
|
2017
Q2 | $10.9M | Sell |
29,844
-18,307
| -38% | -$6.7M | 0.2% | 143 |
|
|
2017
Q1 | $18.4M | Sell |
48,151
-2,417
| -5% | -$921K | 0.33% | 93 |
|
|
2016
Q4 | $18.7M | Sell |
50,568
-18,258
| -27% | -$6.75M | 0.3% | 100 |
|
|
2016
Q3 | $22.3M | Sell |
68,826
-4,121
| -6% | -$1.34M | 0.31% | 95 |
|
|
2016
Q2 | $27.3M | Sell |
72,947
-6,369
| -8% | -$2.39M | 0.37% | 73 |
|
|
2016
Q1 | $28.3M | Buy |
79,316
+33,933
| +75% | +$12.1M | 0.35% | 85 |
|
|
2015
Q4 | $17.7M | Sell |
45,383
-5,650
| -11% | -$2.2M | 0.19% | 103 |
|
|
2015
Q3 | $20.1M | Sell |
51,033
-6,665
| -12% | -$2.62M | 0.21% | 106 |
|
|
2015
Q2 | $18.9M | Sell |
57,698
-1,057
| -2% | -$346K | 0.16% | 143 |
|
|
2015
Q1 | $19.4M | Sell |
58,755
-2,157
| -4% | -$713K | 0.15% | 151 |
|
|
2014
Q4 | $17.3M | Sell |
60,912
-14,864
| -20% | -$4.23M | 0.13% | 161 |
|
|
2014
Q3 | $19.8M | Sell |
75,776
-5,482
| -7% | -$1.44M | 0.14% | 152 |
|
|
2014
Q2 | $23.6M | Sell |
81,258
-5,522
| -6% | -$1.61M | 0.16% | 148 |
|
|
2014
Q1 | $20.1M | Sell |
86,780
-72,428
| -45% | -$16.8M | 0.14% | 171 |
|
|
2013
Q4 | $37.9M | Sell |
159,208
-82,052
| -34% | -$19.5M | 0.28% | 102 |
|
|
2013
Q3 | $44.4M | Buy |
241,260
+21,185
| +10% | +$3.9M | 0.35% | 89 |
|
|
2013
Q2 | $35.6M | Buy |
+220,075
| New | +$35.6M | 0.31% | 102 |
|