Camelot Portfolios, LLC Amerco Transaction History

Camelot Portfolios, LLC

$179 Million
Q2 2024

A detailed history of Camelot Portfolios, LLC transactions in Amerco stock. As of the latest transaction made, Camelot Portfolios, LLC holds 100 shares of UHAL stock, worth $7,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Holding current value

$7,286

% of portfolio

0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$61.73 - $69.11 $6,173 - $6,911	100 New	100 $6,000
Q2 2021 Jul 28, 2021	SELL	$526.51 - $632.0 $506,502 - $607,984	-962 Closed	0 $0
Q1 2021 Apr 21, 2021	SELL	$444.7 - $619.41 $38,688 - $53,888	-87 Reduced 8.29%	962 $589,000
Q4 2020 Jan 27, 2021	SELL	$345.56 - $453.96 $11,749 - $15,434	-34 Reduced 3.14%	1,049 $476,000
Q3 2020 Oct 19, 2020	BUY	$291.54 - $378.3 $81,631 - $105,924	280 Added 34.87%	1,083 $385,000
Q2 2020 Jul 30, 2020	BUY	$250.97 - $347.06 $201,528 - $278,689	803 New	803 $243,000
Q1 2020 Apr 28, 2020	SELL	$241.61 - $386.51 $141,341 - $226,108	-585 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$352.84 - $424.5 $5,998 - $7,216	17 Added 2.99%	585 $220,000
Q3 2019 Oct 15, 2019	SELL	$340.21 - $395.2 $194,940 - $226,449	-573 Reduced 50.22%	568 $221,000
Q2 2019 Jul 19, 2019	SELL	$366.34 - $402.52 $44,693 - $49,107	-122 Reduced 9.66%	1,141 $432,000
Q1 2019 Apr 25, 2019	SELL	$325.46 - $384.59 $6,509 - $7,691	-20 Reduced 1.56%	1,263 $469,000
Q4 2018 Feb 12, 2019	BUY	$318.82 - $353.7 $16,259 - $18,038	51 Added 4.14%	1,283 $421,000
Q3 2018 Nov 13, 2018	SELL	$346.29 - $383.52 $140,940 - $156,092	-407 Reduced 24.83%	1,232 $439,000
Q2 2018 Aug 13, 2018	BUY	$322.94 - $362.5 $529,298 - $594,137	1,639 New	1,639 $584,000

Others Institutions Holding UHAL

# of Institutions

198

Shares Held

7.12M

Call Options Held

20.9K

Put Options Held

5.8K

Vanguard Group Inc Valley Forge, PA

865K
Shares

$63 Million
0.0% of portfolio
Scharf Investments, LLC

704K
Shares

$51.3 Million
1.68% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

547K
Shares

$39.9 Million
0.54% of portfolio
Southpoint Capital Advisors LP New York, NY

530K
Shares

$38.6 Million
0.95% of portfolio
Donald Yacktman Yacktman Asset Management LP

435K
Shares

$31.7 Million
0.37% of portfolio

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.43B
Description
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towin...

More about UHAL

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