Cwm, LLC Amerco Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

A detailed history of Cwm, LLC transactions in Amerco stock. As of the latest transaction made, Cwm, LLC holds 304 shares of UHAL stock, worth $20,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares

304

Previous 338 10.06%

Holding current value

$20,979

Previous $21,000 14.29%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$59.88 - $77.88 $2,035 - $2,647	-34 Reduced 10.06%	304 $24,000
Q2 2024 Jul 09, 2024	BUY	$61.73 - $69.11 $12,284 - $13,752	199 Added 143.17%	338 $21,000
Q1 2024 Apr 05, 2024	BUY	$62.19 - $71.11 $435 - $497	7 Added 5.3%	139 $9,000
Q4 2023 Feb 01, 2024	SELL	$48.72 - $72.27 $974 - $1,445	-20 Reduced 13.16%	132 $9,000
Q2 2023 Aug 03, 2023	SELL	$51.51 - $64.05 $875 - $1,088	-17 Reduced 10.06%	152 $8,000
Q1 2023 Apr 28, 2023	BUY	$54.17 - $69.67 $1,841 - $2,368	34 Added 25.19%	169 $10,000
Q4 2022 Feb 01, 2023	BUY	$50.32 - $584.25 $805 - $9,348	16 Added 13.45%	135 $8,000
Q3 2022 Oct 27, 2022	SELL	$465.85 - $590.65 $2,795 - $3,543	-6 Reduced 4.8%	119 $61,000
Q2 2022 Jul 28, 2022	BUY	$451.67 - $584.21 $52,845 - $68,352	117 Added 1462.5%	125 $60,000
Q1 2022 Apr 21, 2022	BUY	$556.91 - $725.62 $3,341 - $4,353	6 Added 300.0%	8 $5,000
Q2 2019 Jul 31, 2019	SELL	$366.34 - $402.52 $732 - $805	-2 Reduced 50.0%	2 $1,000
Q1 2019 Apr 22, 2019	BUY	$325.46 - $384.59 $650 - $769	2 Added 100.0%	4 $1,000
Q4 2018 Jan 25, 2019	BUY	$318.82 - $353.7 $637 - $707	2 New	2 $1,000
Q4 2017 Jan 16, 2018	SELL	$352.72 - $396.17 $705 - $792	-2 Closed	0 $0
Q3 2017 Oct 16, 2017	BUY	$355.54 - $396.3 $711 - $792	2	2 $1,000

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

$59 Million
0.0% of portfolio
Scharf Investments, LLC

704K
Shares

$48.6 Million
1.68% of portfolio
Southpoint Capital Advisors LP New York, NY

600K
Shares

$41.4 Million
1.3% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

543K
Shares

$37.5 Million
0.62% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

450K
Shares

$31 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 $1.35B
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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