Kovitz Investment Group Partners, LLC Amerco Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 22, 2022	SELL	$556.91 - $725.62 $613,714 - $799,633	-1,102 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$651.33 - $759.25 $76,205 - $88,832	117 Added 11.88%	1,102 $500,000
Q1 2021 May 06, 2021	SELL	$444.7 - $619.41 $52,029 - $72,470	-117 Reduced 10.62%	985 $603,000
Q4 2020 Feb 12, 2021	SELL	$345.56 - $453.96 $124,747 - $163,879	-361 Reduced 24.68%	1,102 $500,000
Q3 2020 Nov 10, 2020	SELL	$291.54 - $378.3 $22.1 Million - $28.7 Million	-75,781 Reduced 98.11%	1,463 $521,000
Q2 2020 Aug 12, 2020	SELL	$250.97 - $347.06 $16.1 Million - $22.3 Million	-64,320 Reduced 45.44%	77,244 $23.3 Million
Q1 2020 May 15, 2020	BUY	$241.61 - $386.51 $885,017 - $1.42 Million	3,663 Added 2.66%	141,564 $41.1 Million
Q4 2019 Feb 13, 2020	BUY	$352.84 - $424.5 $146,428 - $176,167	415 Added 0.3%	137,901 $51.8 Million
Q3 2019 Nov 14, 2019	SELL	$340.21 - $395.2 $12.6 Million - $14.6 Million	-37,009 Reduced 21.21%	137,486 $53.6 Million
Q2 2019 Aug 14, 2019	SELL	$366.34 - $402.52 $5.69 Million - $6.25 Million	-15,529 Reduced 8.17%	174,495 $66.1 Million
Q1 2019 May 15, 2019	BUY	$325.46 - $384.59 $327,738 - $387,282	1,007 Added 0.53%	190,024 $70.6 Million
Q4 2018 Feb 14, 2019	BUY	$318.82 - $353.7 $470,897 - $522,414	1,477 Added 0.79%	189,017 $62 Million
Q3 2018 Nov 14, 2018	BUY	$346.29 - $383.52 $5,194 - $5,752	15 Added 0.01%	187,540 $66.9 Million
Q2 2018 Aug 14, 2018	BUY	$322.94 - $362.5 $14.3 Million - $16 Million	44,210 Added 30.85%	187,525 $66.8 Million
Q1 2018 May 15, 2018	BUY	$328.46 - $384.0 $1.18 Million - $1.38 Million	3,586 Added 2.57%	143,315 $49.5 Million
Q4 2017 Feb 14, 2018	BUY	$352.72 - $396.17 $1.26 Million - $1.42 Million	3,579 Added 2.63%	139,729 $52.8 Million
Q3 2017 Nov 14, 2017	BUY	$355.54 - $396.3 $48.4 Million - $54 Million	136,150	136,150 $51 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

$57.8 Million
0.0% of portfolio
Scharf Investments, LLC

704K
Shares

$47.6 Million
1.68% of portfolio
Southpoint Capital Advisors LP New York, NY

600K
Shares

$40.6 Million
1.3% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

543K
Shares

$36.7 Million
0.62% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

450K
Shares

$30.4 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 $1.33B
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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