UBS AM’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
+41,300
| New | +$2.5M | ﹤0.01% | 2048 |
|
|
2025
Q1 | – | Sell |
-7,124
| Closed | -$492K | – | 2703 |
|
|
2024
Q4 | $492K | Hold |
7,124
| – | – | ﹤0.01% | 2555 |
|
|
2024
Q3 | $552K | Sell |
7,124
-6,732
| -49% | -$522K | ﹤0.01% | 2614 |
|
|
2024
Q2 | $855K | Hold |
13,856
| – | – | ﹤0.01% | 2453 |
|
|
2024
Q1 | $936K | Hold |
13,856
| – | – | ﹤0.01% | 2045 |
|
|
2023
Q4 | $995K | Sell |
13,856
-2,414
| -15% | -$173K | ﹤0.01% | 2020 |
|
|
2023
Q3 | $888K | Buy |
16,270
+1,939
| +14% | +$106K | ﹤0.01% | 2022 |
|
|
2023
Q2 | $855K | Hold |
14,331
| – | – | ﹤0.01% | 2075 |
|
|
2023
Q1 | $855K | Buy |
+14,331
| New | +$855K | ﹤0.01% | 2075 |
|
|
2022
Q4 | – | Sell |
-535,570
| Closed | -$27.3M | – | 2737 |
|
|
2022
Q3 | $27.3M | Buy |
535,570
+56,730
| +12% | +$2.89M | 0.02% | 686 |
|
|
2022
Q2 | $22.9M | Sell |
478,840
-3,890
| -0.8% | -$186K | 0.01% | 705 |
|
|
2022
Q1 | $28.8M | Sell |
482,730
-7,510
| -2% | -$448K | 0.01% | 745 |
|
|
2021
Q4 | $35.6M | Sell |
490,240
-25,810
| -5% | -$1.87M | 0.01% | 741 |
|
|
2021
Q3 | $33.3M | Sell |
516,050
-4,400
| -0.8% | -$284K | 0.01% | 736 |
|
|
2021
Q2 | $30.7M | Buy |
520,450
+137,650
| +36% | +$8.11M | 0.01% | 768 |
|
|
2021
Q1 | $23.5M | Sell |
382,800
-4,270
| -1% | -$262K | 0.01% | 819 |
|
|
2020
Q4 | $17.6M | Buy |
387,070
+41,800
| +12% | +$1.9M | 0.01% | 880 |
|
|
2020
Q3 | $12.3M | Buy |
345,270
+24,020
| +7% | +$855K | 0.01% | 883 |
|
|
2020
Q2 | $9.71M | Buy |
321,250
+4,810
| +2% | +$145K | 0.01% | 916 |
|
|
2020
Q1 | $9.19M | Sell |
316,440
-1,930
| -0.6% | -$56.1K | 0.01% | 881 |
|
|
2019
Q4 | $12M | Buy |
318,370
+2,640
| +0.8% | +$99.2K | 0.01% | 890 |
|
|
2019
Q3 | $12.3M | Buy |
315,730
+620
| +0.2% | +$24.2K | 0.01% | 891 |
|
|
2019
Q2 | $11.9M | Buy |
315,110
+32,860
| +12% | +$1.24M | 0.01% | 908 |
|
|
2019
Q1 | $10.5M | Buy |
282,250
+880
| +0.3% | +$32.7K | 0.01% | 921 |
|
|
2018
Q4 | $9.23M | Buy |
281,370
+78,530
| +39% | +$2.58M | 0.01% | 900 |
|
|
2018
Q3 | $7.23M | Buy |
202,840
+6,450
| +3% | +$230K | 0.01% | 1027 |
|
|
2018
Q2 | $6.99M | Buy |
196,390
+35,530
| +22% | +$1.27M | 0.01% | 1043 |
|
|
2018
Q1 | $5.55M | Buy |
160,860
+6,480
| +4% | +$224K | ﹤0.01% | 1107 |
|
|
2017
Q4 | $5.83M | Sell |
154,380
-4,420
| -3% | -$167K | ﹤0.01% | 1060 |
|
|
2017
Q3 | $5.95M | Buy |
158,800
+4,660
| +3% | +$175K | 0.01% | 1030 |
|
|
2017
Q2 | $5.64M | Buy |
154,140
+27,610
| +22% | +$1.01M | 0.01% | 1011 |
|
|
2017
Q1 | $4.82M | Buy |
126,530
+15,660
| +14% | +$597K | ﹤0.01% | 1023 |
|
|
2016
Q4 | $4.1M | Buy |
110,870
+1,760
| +2% | +$65K | ﹤0.01% | 1037 |
|
|
2016
Q3 | $3.54M | Sell |
109,110
-29,120
| -21% | -$944K | ﹤0.01% | 1148 |
|
|
2016
Q2 | $5.18M | Buy |
138,230
+4,760
| +4% | +$178K | 0.01% | 1011 |
|
|
2016
Q1 | $4.77M | Sell |
133,470
-37,110
| -22% | -$1.33M | 0.01% | 1033 |
|
|
2015
Q4 | $6.64M | Buy |
170,580
+112,210
| +192% | +$4.37M | 0.01% | 979 |
|
|
2015
Q3 | $2.3M | Buy |
58,370
+13,370
| +30% | +$526K | ﹤0.01% | 1359 |
|
|
2015
Q2 | $1.47M | Buy |
45,000
+1,000
| +2% | +$32.7K | ﹤0.01% | 1530 |
|
|
2015
Q1 | $1.45M | Buy |
44,000
+1,000
| +2% | +$33K | ﹤0.01% | 1487 |
|
|
2014
Q4 | $1.22M | Buy |
43,000
+2,000
| +5% | +$56.9K | ﹤0.01% | 1523 |
|
|
2014
Q3 | $1.07M | Hold |
41,000
| – | – | ﹤0.01% | 1545 |
|
|
2014
Q2 | $1.19M | Hold |
41,000
| – | – | ﹤0.01% | 1519 |
|
|
2014
Q1 | $951K | Buy |
41,000
+1,000
| +3% | +$23.2K | ﹤0.01% | 1586 |
|
|
2013
Q4 | $952K | Hold |
40,000
| – | – | ﹤0.01% | 1541 |
|
|
2013
Q3 | $737K | Buy |
40,000
+16,000
| +67% | +$295K | ﹤0.01% | 1614 |
|
|
2013
Q2 | $389K | Buy |
+24,000
| New | +$389K | ﹤0.01% | 1826 |
|