Guggenheim Capital LLC Amerco Transaction History

Guggenheim Capital LLC

$12 Billion
Q4 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$465.85 - $590.65 $19,565 - $24,807	42 Added 8.55%	533 $271,000
Q2 2022 Aug 15, 2022	SELL	$451.67 - $584.21 $45,167 - $58,421	-100 Reduced 16.92%	491 $235,000
Q1 2022 May 16, 2022	SELL	$556.91 - $725.62 $30,630 - $39,909	-55 Reduced 8.51%	591 $353,000
Q4 2021 Feb 14, 2022	SELL	$651.33 - $759.25 $158,924 - $185,257	-244 Reduced 27.42%	646 $469,000
Q3 2021 Nov 15, 2021	SELL	$559.1 - $673.74 $117,411 - $141,485	-210 Reduced 19.09%	890 $575,000
Q2 2021 Aug 13, 2021	BUY	$526.51 - $632.0 $579,161 - $695,200	1,100 New	1,100 $648,000
Q4 2020 Feb 16, 2021	SELL	$345.56 - $453.96 $474,799 - $623,741	-1,374 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$291.54 - $378.3 $181,046 - $234,924	621 Added 82.47%	1,374 $489,000
Q2 2020 Aug 14, 2020	BUY	$250.97 - $347.06 $188,980 - $261,336	753 New	753 $228,000
Q1 2020 Jun 02, 2020	SELL	$241.61 - $386.51 $176,133 - $281,765	-729 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$352.84 - $424.5 $1.05 Million - $1.27 Million	-2,990 Reduced 80.4%	729 $274,000
Q3 2019 Nov 14, 2019	SELL	$340.21 - $395.2 $1,701 - $1,976	-5 Reduced 0.13%	3,719 $1.45 Million
Q2 2019 Aug 14, 2019	SELL	$366.34 - $402.52 $75,099 - $82,516	-205 Reduced 5.22%	3,724 $1.41 Million
Q1 2019 May 15, 2019	SELL	$325.46 - $384.59 $58,908 - $69,610	-181 Reduced 4.4%	3,929 $1.46 Million
Q4 2018 Feb 14, 2019	BUY	$318.82 - $353.7 $930,635 - $1.03 Million	2,919 Added 245.09%	4,110 $1.35 Million
Q3 2018 Nov 14, 2018	SELL	$346.29 - $383.52 $204,311 - $226,276	-590 Reduced 33.13%	1,191 $425,000
Q2 2018 Aug 14, 2018	BUY	$322.94 - $362.5 $173,741 - $195,025	538 Added 43.28%	1,781 $634,000
Q1 2018 May 15, 2018	SELL	$328.46 - $384.0 $397,108 - $464,256	-1,209 Reduced 49.31%	1,243 $429,000
Q4 2017 Feb 14, 2018	BUY	$352.72 - $396.17 $158,724 - $178,276	450 Added 22.48%	2,452 $927,000
Q3 2017 Nov 14, 2017	BUY	$355.54 - $396.3 $711,791 - $793,392	2,002	2,002 $751,000

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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