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 |
|