Wellington Management Group’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.3M | Sell |
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|
2024
Q1 | $5.8M | Hold |
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|
2023
Q4 | $6.17M | Sell |
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|
2023
Q3 | $4.8M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $219M | Buy |
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|
2022
Q2 | $203M | Buy |
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|
2022
Q1 | $253M | Sell |
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|
2021
Q4 | $327M | Sell |
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|
2021
Q3 | $302M | Sell |
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|
2021
Q2 | $307M | Sell |
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|
2021
Q1 | $335M | Sell |
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|
2020
Q4 | $262M | Sell |
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|
2020
Q3 | $215M | Sell |
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|
2020
Q2 | $193M | Sell |
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|
2020
Q1 | $192M | Buy |
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|
2019
Q4 | $229M | Sell |
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|
2019
Q3 | $240M | Sell |
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|
2019
Q2 | $249M | Buy |
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|
2019
Q1 | $242M | Sell |
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|
2018
Q4 | $214M | Sell |
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|
2018
Q3 | $233M | Buy |
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|
2018
Q2 | $224M | Buy |
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|
2018
Q1 | $211M | Buy |
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|
2017
Q4 | $200M | Buy |
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|
2017
Q3 | $179M | Buy |
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|
2017
Q2 | $149M | Buy |
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|
2017
Q1 | $128M | Buy |
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|
2016
Q4 | $120M | Buy |
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|
2016
Q3 | $98.3M | Buy |
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|
2016
Q2 | $102M | Buy |
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|
2016
Q1 | $90.4M | Buy |
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|
2015
Q4 | $80.3M | Sell |
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|
2015
Q3 | $83.6M | Sell |
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|
2015
Q2 | $69.8M | Sell |
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|
2015
Q1 | $73.8M | Buy |
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|
2014
Q4 | $63.2M | Buy |
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|
2014
Q3 | $47.1M | Sell |
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|
2014
Q2 | $52.6M | Buy |
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|
2014
Q1 | $3.01M | Buy |
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|
2013
Q4 | $547K | Buy |
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