Ifp Advisors, Inc Amerco Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

A detailed history of Ifp Advisors, Inc transactions in Amerco stock. As of the latest transaction made, Ifp Advisors, Inc holds 1 shares of UHAL stock, worth $63. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$63

% of portfolio

0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	BUY	$48.72 - $72.27 $48 - $72	1 New	1 $0
Q1 2023 Apr 18, 2023	BUY	$54.17 - $69.67 $216 - $278	4 Added 19.05%	25 $1,000
Q4 2022 Feb 07, 2023	SELL	$50.32 - $584.25 $50 - $584	-1 Reduced 4.55%	21 $10,000
Q3 2022 Nov 08, 2022	BUY	$465.85 - $590.65 $465 - $590	1 Added 4.76%	22 $11,000
Q2 2022 Sep 06, 2022	BUY	$451.67 - $584.21 $9,485 - $12,268	21 New	21 $10,000

Q2 2022 Aug 12, 2022	SELL	$451.67 - $584.21 $9,485 - $12,268	-21 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$556.91 - $725.62 $11,695 - $15,238	21 New	21 $12,000
Q3 2021 Oct 06, 2021	SELL	$559.1 - $673.74 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$526.51 - $632.0 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$444.7 - $619.41 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$345.56 - $453.96 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$291.54 - $378.3 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	SELL	$250.97 - $347.06 $501 - $694	-2 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$241.61 - $386.51 $483 - $773	2 New	2 $1,000
Q4 2019 Jan 17, 2020	SELL	$352.84 - $424.5 $1,058 - $1,273	-3 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$340.21 - $395.2 $1,020 - $1,185	3 New	3 $1,000
Q1 2019 May 15, 2019	SELL	$325.46 - $384.59 $5,532 - $6,538	-17 Closed	0 $0
Q4 2018 Jan 23, 2019	BUY	$318.82 - $353.7 $1,275 - $1,414	4 Added 30.77%	17 $5,000
Q2 2018 Aug 07, 2018	BUY	$322.94 - $362.5 $968 - $1,087	3 Added 30.0%	13 $0
Q1 2018 Jun 03, 2019	SELL	$328.46 - $384.0 $985 - $1,152	-3 Reduced 23.08%	10 $4,000
Q1 2018 May 09, 2018	BUY	$328.46 - $384.0 $985 - $1,152	3 Added 30.0%	13 $0
Q4 2017 Jan 24, 2018	SELL	$352.72 - $396.17 $11,639 - $13,073	-33 Reduced 76.74%	10 $0
Q3 2017 Oct 30, 2017	BUY	$355.54 - $396.3 $3,910 - $4,359	11 Added 34.38%	43 $16,000
Q2 2017 Jun 03, 2019	BUY	N/A	2 Added 6.67%	32 $12,000
Q4 2016 Jun 03, 2019	SELL	N/A	-10 Reduced 25.0%	30 $11,000
Q2 2016 Jun 03, 2019	BUY	N/A	40	40 $15,000

Others Institutions Holding UHAL

# of Institutions

206

Shares Held

6.62M

Call Options Held

22.3K

Put Options Held

35.1K

Vanguard Group Inc Valley Forge, PA

859K
Shares

$54.3 Million
0.0% of portfolio
Scharf Investments, LLC

669K
Shares

$42.3 Million
1.35% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

548K
Shares

$34.6 Million
0.59% of portfolio
Donald Yacktman Yacktman Asset Management LP

472K
Shares

$29.9 Million
0.3% of portfolio
Southpoint Capital Advisors LP New York, NY

430K
Shares

$27.2 Million
0.66% of portfolio

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.24B
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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