Wellington Management Group’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 | $22.4M | Sell |
412,164
-55,494
| -12% | -$3.02M | ﹤0.01% | 927 |
|
|
2025
Q1 | $27.7M | Sell |
467,658
-158,457
| -25% | -$9.38M | 0.01% | 857 |
|
|
2024
Q4 | $40.1M | Sell |
626,115
-1,099,822
| -64% | -$70.4M | 0.01% | 767 |
|
|
2024
Q3 | $124M | Sell |
1,725,937
-340,230
| -16% | -$24.5M | 0.02% | 489 |
|
|
2024
Q2 | $124M | Sell |
2,066,167
-281,477
| -12% | -$16.9M | 0.02% | 492 |
|
|
2024
Q1 | $157M | Sell |
2,347,644
-677,964
| -22% | -$45.2M | 0.03% | 446 |
|
|
2023
Q4 | $213M | Sell |
3,025,608
-183,283
| -6% | -$12.9M | 0.04% | 378 |
|
|
2023
Q3 | $168M | Sell |
3,208,891
-269,446
| -8% | -$14.1M | 0.03% | 407 |
|
|
2023
Q2 | $176M | Sell |
3,478,337
-94,915
| -3% | -$4.81M | 0.03% | 420 |
|
|
2023
Q1 | $185M | Sell |
3,573,252
-229,261
| -6% | -$11.9M | 0.04% | 411 |
|
|
2022
Q4 | $209M | Buy |
+3,802,513
| New | +$209M | 0.04% | 376 |
|