First Trust Advisors LP Amerco Transaction History

First Trust Advisors LP

$108 Billion
Q4 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$54.57 - $62.1 $1.15 Million - $1.31 Million	21,083 Added 7.58%	299,221 $16.3 Million
Q2 2023 Aug 14, 2023	BUY	$51.51 - $64.05 $10.3 Million - $12.8 Million	199,486 Added 253.63%	278,138 $15.4 Million
Q1 2023 May 15, 2023	SELL	$54.17 - $69.67 $3.48 Million - $4.48 Million	-64,254 Reduced 44.96%	78,652 $4.69 Million
Q4 2022 Feb 09, 2023	BUY	$50.32 - $584.25 $6.42 Million - $74.5 Million	127,509 Added 828.14%	142,906 $8.6 Million
Q3 2022 Nov 14, 2022	SELL	$465.85 - $590.65 $538,988 - $683,382	-1,157 Reduced 6.99%	15,397 $7.84 Million
Q2 2022 Aug 12, 2022	SELL	$451.67 - $584.21 $8.67 Million - $11.2 Million	-19,188 Reduced 53.68%	16,554 $7.92 Million
Q1 2022 May 13, 2022	SELL	$556.91 - $725.62 $4.41 Million - $5.75 Million	-7,918 Reduced 18.14%	35,742 $21.3 Million
Q4 2021 Feb 08, 2022	SELL	$651.33 - $759.25 $141,989 - $165,516	-218 Reduced 0.5%	43,660 $31.7 Million
Q3 2021 Nov 15, 2021	SELL	$559.1 - $673.74 $5.81 Million - $7 Million	-10,387 Reduced 19.14%	43,878 $28.3 Million
Q2 2021 Aug 16, 2021	BUY	$526.51 - $632.0 $445,953 - $535,304	847 Added 1.59%	54,265 $32 Million
Q1 2021 May 14, 2021	BUY	$444.7 - $619.41 $5.05 Million - $7.04 Million	11,360 Added 27.01%	53,418 $32.7 Million
Q4 2020 Feb 02, 2021	SELL	$345.56 - $453.96 $328,973 - $432,169	-952 Reduced 2.21%	42,058 $19.1 Million
Q3 2020 Nov 05, 2020	BUY	$291.54 - $378.3 $8.43 Million - $10.9 Million	28,923 Added 205.32%	43,010 $15.3 Million
Q2 2020 Jul 22, 2020	BUY	$250.97 - $347.06 $273,808 - $378,642	1,091 Added 8.39%	14,087 $4.26 Million
Q1 2020 May 06, 2020	SELL	$241.61 - $386.51 $451,810 - $722,773	-1,870 Reduced 12.58%	12,996 $3.78 Million
Q4 2019 Feb 03, 2020	BUY	$352.84 - $424.5 $825,645 - $993,330	2,340 Added 18.68%	14,866 $5.59 Million
Q3 2019 Nov 04, 2019	SELL	$340.21 - $395.2 $1.75 Million - $2.04 Million	-5,158 Reduced 29.17%	12,526 $4.89 Million
Q2 2019 Jul 30, 2019	SELL	$366.34 - $402.52 $1.46 Million - $1.6 Million	-3,985 Reduced 18.39%	17,684 $6.69 Million
Q1 2019 May 09, 2019	SELL	$325.46 - $384.59 $1.98 Million - $2.34 Million	-6,084 Reduced 21.92%	21,669 $8.05 Million
Q4 2018 Feb 07, 2019	SELL	$318.82 - $353.7 $399,481 - $443,186	-1,253 Reduced 4.32%	27,753 $9.11 Million
Q3 2018 Oct 25, 2018	BUY	$346.29 - $383.52 $201,540 - $223,208	582 Added 2.05%	29,006 $10.3 Million
Q2 2018 Aug 02, 2018	BUY	$322.94 - $362.5 $2.89 Million - $3.24 Million	8,935 Added 45.85%	28,424 $10.1 Million
Q1 2018 Apr 23, 2018	BUY	$328.46 - $384.0 $590,899 - $690,816	1,799 Added 10.17%	19,489 $6.73 Million
Q4 2017 Feb 08, 2018	BUY	$352.72 - $396.17 $633,485 - $711,521	1,796 Added 11.3%	17,690 $6.69 Million
Q3 2017 Oct 24, 2017	BUY	$355.54 - $396.3 $5.65 Million - $6.3 Million	15,894	15,894 $5.96 Million

Others Institutions Holding UHAL

# of Institutions

214

Shares Held

7.03M

Call Options Held

26.1K

Put Options Held

9.1K

Vanguard Group Inc Valley Forge, PA

835K
Shares

$61.7 Million
0.0% of portfolio
Scharf Investments, LLC

635K
Shares

$46.9 Million
1.48% of portfolio
Southpoint Capital Advisors LP New York, NY

600K
Shares

$44.3 Million
1.3% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

450K
Shares

$33.2 Million
1.09% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

448K
Shares

$33.1 Million
0.5% of portfolio

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.45B
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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