SFM
Systematic Financial 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 | $14.6M | Buy |
268,501
+4,089
| +2% | +$222K | 0.39% | 100 |
|
|
2025
Q1 | $15.6M | Buy |
264,412
+671
| +0.3% | +$39.7K | 0.45% | 98 |
|
|
2024
Q4 | $16.9M | Buy |
263,741
+9,886
| +4% | +$633K | 0.43% | 102 |
|
|
2024
Q3 | $18.3M | Buy |
253,855
+27,450
| +12% | +$1.98M | 0.47% | 95 |
|
|
2024
Q2 | $13.6M | Sell |
226,405
-8,517
| -4% | -$511K | 0.41% | 100 |
|
|
2024
Q1 | $15.7M | Sell |
234,922
-23
| -0% | -$1.53K | 0.44% | 100 |
|
|
2023
Q4 | $16.5M | Sell |
234,945
-7,318
| -3% | -$515K | 0.49% | 89 |
|
|
2023
Q3 | $12.7M | Sell |
242,263
-5,864
| -2% | -$307K | 0.41% | 105 |
|
|
2023
Q2 | $12.6M | Sell |
248,127
-4,427
| -2% | -$224K | 0.4% | 109 |
|
|
2023
Q1 | $13.1M | Sell |
252,554
-849
| -0.3% | -$44K | 0.43% | 108 |
|
|
2022
Q4 | $13.9M | Buy |
+253,403
| New | +$13.9M | 0.46% | 96 |
|