Heartland Advisors Inc Amerco Transaction History

Heartland Advisors Inc

$1.87 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 08, 2023	BUY	$50.32 - $584.25 $557,797 - $6.48 Million	11,085 Added 58.16%	30,146 $1.81 Million
Q3 2022 Nov 10, 2022	BUY	$465.85 - $590.65 $2.26 Million - $2.86 Million	4,846 Added 34.09%	19,061 $9.71 Million
Q2 2022 Aug 12, 2022	BUY	$451.67 - $584.21 $9,936 - $12,852	22 Added 0.16%	14,215 $6.8 Million
Q1 2022 May 12, 2022	BUY	$556.91 - $725.62 $1.47 Million - $1.91 Million	2,633 Added 22.78%	14,193 $8.47 Million
Q4 2021 Feb 09, 2022	SELL	$651.33 - $759.25 $2.87 Million - $3.35 Million	-4,410 Reduced 27.61%	11,560 $8.4 Million
Q3 2021 Nov 09, 2021	SELL	$559.1 - $673.74 $3.3 Million - $3.98 Million	-5,910 Reduced 27.01%	15,970 $10.3 Million
Q2 2021 Aug 11, 2021	BUY	$526.51 - $632.0 $3.51 Million - $4.22 Million	6,675 Added 43.9%	21,880 $12.9 Million
Q1 2021 May 12, 2021	SELL	$444.7 - $619.41 $1.74 Million - $2.42 Million	-3,905 Reduced 20.43%	15,205 $9.32 Million
Q4 2020 Feb 11, 2021	BUY	$345.56 - $453.96 $2.59 Million - $3.41 Million	7,509 Added 64.73%	19,110 $8.68 Million
Q3 2020 Nov 12, 2020	BUY	$291.54 - $378.3 $1.89 Million - $2.46 Million	6,499 Added 127.38%	11,601 $4.13 Million
Q2 2020 Aug 12, 2020	SELL	$250.97 - $347.06 $48,688 - $67,329	-194 Reduced 3.66%	5,102 $1.54 Million
Q1 2020 May 13, 2020	SELL	$241.61 - $386.51 $3.27 Million - $5.23 Million	-13,539 Reduced 71.88%	5,296 $1.54 Million
Q4 2019 Feb 11, 2020	BUY	$352.84 - $424.5 $1.54 Million - $1.86 Million	4,373 Added 30.24%	18,835 $7.08 Million
Q3 2019 Nov 12, 2019	SELL	$340.21 - $395.2 $465,067 - $540,238	-1,367 Reduced 8.64%	14,462 $5.64 Million
Q2 2019 Aug 08, 2019	SELL	$366.34 - $402.52 $32,604 - $35,824	-89 Reduced 0.56%	15,829 $5.99 Million
Q1 2019 May 13, 2019	BUY	$325.46 - $384.59 $63,464 - $74,995	195 Added 1.24%	15,918 $5.91 Million
Q4 2018 Feb 12, 2019	SELL	$318.82 - $353.7 $90,863 - $100,804	-285 Reduced 1.78%	15,723 $5.16 Million
Q3 2018 Nov 08, 2018	BUY	$346.29 - $383.52 $100,770 - $111,604	291 Added 1.85%	16,008 $5.71 Million
Q2 2018 Aug 02, 2018	BUY	$322.94 - $362.5 $1.53 Million - $1.71 Million	4,726 Added 43.0%	15,717 $5.6 Million
Q1 2018 May 10, 2018	BUY	$328.46 - $384.0 $2,299 - $2,688	7 Added 0.06%	10,991 $3.79 Million
Q4 2017 Feb 02, 2018	BUY	$352.72 - $396.17 $10,934 - $12,281	31 Added 0.28%	10,984 $4.15 Million
Q3 2017 Oct 25, 2017	BUY	$355.54 - $396.3 $3.89 Million - $4.34 Million	10,953	10,953 $4.11 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

$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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