UBS AM’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 | $5.44M | Buy |
100,141
+2,226
| +2% | +$121K | ﹤0.01% | 1666 |
|
|
2025
Q1 | $5.79M | Sell |
97,915
-348,650
| -78% | -$20.6M | ﹤0.01% | 1498 |
|
|
2024
Q4 | $28.6M | Sell |
446,565
-17,126
| -4% | -$1.1M | 0.01% | 816 |
|
|
2024
Q3 | $33.4M | Buy |
463,691
+4,073
| +0.9% | +$293K | 0.01% | 775 |
|
|
2024
Q2 | $27.6M | Buy |
459,618
+87,838
| +24% | +$5.27M | 0.01% | 771 |
|
|
2024
Q1 | $24.8M | Buy |
371,780
+1,319
| +0.4% | +$88K | 0.01% | 735 |
|
|
2023
Q4 | $26.1M | Sell |
370,461
-8,486
| -2% | -$598K | 0.01% | 724 |
|
|
2023
Q3 | $19.9M | Sell |
378,947
-75,424
| -17% | -$3.95M | 0.01% | 764 |
|
|
2023
Q2 | $23.6M | Hold |
454,371
| – | – | 0.01% | 735 |
|
|
2023
Q1 | $23.6M | Buy |
454,371
+18,246
| +4% | +$946K | 0.01% | 735 |
|
|
2022
Q4 | $24M | Buy |
+436,125
| New | +$24M | 0.01% | 708 |
|