Charles Schwab Investment Management Inc Amerco Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$61.73 - $69.11 $400,812 - $448,731	-6,493 Reduced 12.63%	44,904 $2.77 Million
Q1 2024 May 08, 2024	BUY	$62.19 - $71.11 $60,510 - $69,190	973 Added 1.93%	51,397 $3.47 Million
Q4 2023 Feb 06, 2024	BUY	$48.72 - $72.27 $84,870 - $125,894	1,742 Added 3.58%	50,424 $3.62 Million
Q3 2023 Nov 08, 2023	SELL	$54.57 - $62.1 $498,278 - $567,035	-9,131 Reduced 15.79%	48,682 $2.66 Million
Q2 2023 Aug 09, 2023	SELL	$51.51 - $64.05 $51 - $64	-1 Reduced -0.0%	57,813 $3.2 Million
Q1 2023 May 11, 2023	SELL	$54.17 - $69.67 $1.5 Million - $1.93 Million	-27,655 Reduced 32.36%	57,814 $3.45 Million
Q4 2022 Feb 13, 2023	BUY	$50.32 - $584.25 $153,375 - $1.78 Million	3,048 Added 3.7%	85,469 $5.14 Million
Q3 2022 Nov 14, 2022	BUY	$465.85 - $590.65 $1.21 Million - $1.54 Million	2,600 Added 3.26%	82,421 $42 Million
Q2 2022 Aug 15, 2022	BUY	$451.67 - $584.21 $2.09 Million - $2.7 Million	4,628 Added 6.15%	79,821 $38.2 Million
Q1 2022 May 13, 2022	BUY	$556.91 - $725.62 $1.39 Million - $1.81 Million	2,498 Added 3.44%	75,193 $44.9 Million
Q4 2021 Feb 11, 2022	BUY	$651.33 - $759.25 $89,232 - $104,017	137 Added 0.19%	72,695 $52.8 Million
Q3 2021 Nov 16, 2021	BUY	$559.1 - $673.74 $2.83 Million - $3.41 Million	5,056 Added 7.49%	72,558 $46.9 Million
Q2 2021 Aug 16, 2021	BUY	$526.51 - $632.0 $755,541 - $906,920	1,435 Added 2.17%	67,502 $39.8 Million
Q1 2021 May 17, 2021	SELL	$444.7 - $619.41 $746,206 - $1.04 Million	-1,678 Reduced 2.48%	66,067 $40.5 Million
Q4 2020 Feb 16, 2021	BUY	$345.56 - $453.96 $484,820 - $636,905	1,403 Added 2.11%	67,745 $30.8 Million
Q3 2020 Nov 13, 2020	BUY	$291.54 - $378.3 $1.41 Million - $1.83 Million	4,846 Added 7.88%	66,342 $23.6 Million
Q2 2020 Aug 14, 2020	SELL	$250.97 - $347.06 $733,083 - $1.01 Million	-2,921 Reduced 4.53%	61,496 $18.6 Million
Q1 2020 May 15, 2020	BUY	$241.61 - $386.51 $1.36 Million - $2.18 Million	5,641 Added 9.6%	64,417 $18.7 Million
Q4 2019 Feb 07, 2020	BUY	$352.84 - $424.5 $565,955 - $680,898	1,604 Added 2.81%	58,776 $22.1 Million
Q3 2019 Nov 08, 2019	BUY	$340.21 - $395.2 $1.32 Million - $1.54 Million	3,888 Added 7.3%	57,172 $22.3 Million
Q2 2019 Aug 09, 2019	BUY	$366.34 - $402.52 $98,179 - $107,875	268 Added 0.51%	53,284 $20.2 Million
Q1 2019 May 14, 2019	BUY	$325.46 - $384.59 $1.94 Million - $2.29 Million	5,959 Added 12.66%	53,016 $19.7 Million
Q4 2018 Feb 14, 2019	BUY	$318.82 - $353.7 $625,206 - $693,605	1,961 Added 4.35%	47,057 $15.4 Million
Q3 2018 Nov 13, 2018	BUY	$346.29 - $383.52 $2.68 Million - $2.97 Million	7,736 Added 20.71%	45,096 $16.1 Million
Q2 2018 Aug 08, 2018	BUY	$322.94 - $362.5 $2.02 Million - $2.26 Million	6,248 Added 20.08%	37,360 $13.3 Million
Q1 2018 May 07, 2018	BUY	$328.46 - $384.0 $656,920 - $768,000	2,000 Added 6.87%	31,112 $10.7 Million
Q4 2017 Jan 17, 2018	BUY	$352.72 - $396.17 $214,806 - $241,267	609 Added 2.14%	29,112 $11 Million
Q3 2017 Nov 13, 2017	BUY	$355.54 - $396.3 $10.1 Million - $11.3 Million	28,503	28,503 $10.7 Million

Others Institutions Holding UHAL

# of Institutions

213

Shares Held

6.87M

Call Options Held

26.1K

Put Options Held

9.1K

Vanguard Group Inc Valley Forge, PA

855K
Shares

$60.6 Million
0.0% of portfolio
Scharf Investments, LLC

704K
Shares

$49.9 Million
1.68% of portfolio
Southpoint Capital Advisors LP New York, NY

600K
Shares

$42.5 Million
1.3% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

543K
Shares

$38.5 Million
0.62% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

450K
Shares

$31.9 Million
1.09% of portfolio

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.39B
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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