Winton Group’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
2023
Q3
Sell
-10,518
Closed -$582K 934
2023
Q2
$582K Sell
10,518
-14,350
-58% -$794K 0.05% 266
2023
Q1
$1.48M Sell
24,868
-549
-2% -$32.7K 0.09% 306
2022
Q4
$1.53M Sell
25,417
-5,393
-18% -$325K 0.1% 282
2022
Q3
$1.57M Sell
30,810
-6,460
-17% -$329K 0.1% 269
2022
Q2
$1.78M Buy
37,270
+4,370
+13% +$209K 0.09% 299
2022
Q1
$1.96M Buy
32,900
+460
+1% +$27.5K 0.1% 256
2021
Q4
$2.36M Sell
32,440
-32,880
-50% -$2.39M 0.14% 173
2021
Q3
$4.22M Sell
65,320
-5,330
-8% -$344K 0.24% 67
2021
Q2
$4.16M Buy
70,650
+4,360
+7% +$257K 0.22% 41
2021
Q1
$4.06M Sell
66,290
-3,740
-5% -$229K 0.23% 39
2020
Q4
$3.18M Sell
70,030
-160,700
-70% -$7.29M 0.23% 36
2020
Q3
$8.21M Buy
230,730
+54,800
+31% +$1.95M 0.27% 34
2020
Q2
$5.32M Buy
175,930
+56,890
+48% +$1.72M 0.14% 189
2020
Q1
$3.46M Buy
119,040
+4,920
+4% +$143K 0.09% 391
2019
Q4
$4.29M Buy
114,120
+13,070
+13% +$491K 0.06% 528
2019
Q3
$3.94M Buy
101,050
+88,970
+737% +$3.47M 0.05% 378
2019
Q2
$457K Sell
12,080
-8,930
-43% -$338K 0.01% 713
2019
Q1
$781K Buy
+21,010
New +$781K 0.02% 415
2018
Q1
Sell
-5,850
Closed -$221K 1166
2017
Q4
$221K Sell
5,850
-3,500
-37% -$132K 0.01% 650
2017
Q3
$351K Buy
+9,350
New +$351K 0.01% 595