Waratah Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,250
| Closed | -$236K | – | 153 |
|
|
2017
Q4 | $236K | Sell |
6,250
-15,270
| -71% | -$577K | 0.03% | 105 |
|
|
2017
Q3 | $807K | Sell |
21,520
-28,290
| -57% | -$1.06M | 0.1% | 97 |
|
|
2017
Q2 | $1.82M | Buy |
49,810
+33,810
| +211% | +$1.24M | 0.26% | 69 |
|
|
2017
Q1 | $610K | Buy |
+16,000
| New | +$610K | 0.08% | 134 |
|
|
2016
Q3 | – | Sell |
-33,700
| Closed | -$1.26M | – | 131 |
|
|
2016
Q2 | $1.26M | Sell |
33,700
-5,800
| -15% | -$217K | 0.26% | 73 |
|
|
2016
Q1 | $1.41M | Sell |
39,500
-99,130
| -72% | -$3.54M | 0.29% | 66 |
|
|
2015
Q4 | $5.4M | Buy |
138,630
+62,130
| +81% | +$2.42M | 1% | 29 |
|
|
2015
Q3 | $3.01M | Buy |
76,500
+19,700
| +35% | +$775K | 0.64% | 43 |
|
|
2015
Q2 | $1.86M | Buy |
+56,800
| New | +$1.86M | 0.42% | 63 |
|