Lodestone Wealth Management LLC Amerco Transaction History
Lodestone Wealth Management LLC
- $191 Billion
- Q1 2024
A detailed history of Lodestone Wealth Management LLC transactions in Amerco stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,259 shares of UHAL stock, worth $262,908. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,259
Previous 3,378
26.08%
Holding current value
$262,908
Previous $243 Million
18.6%
% of portfolio
0.15%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding UHAL
# of Institutions
206Shares Held
6.62MCall Options Held
22.3KPut Options Held
35.1K-
Vanguard Group Inc Valley Forge, PA859KShares$53 Million0.0% of portfolio
-
Scharf Investments, LLC669KShares$41.3 Million1.35% of portfolio
-
Smead Capital Management, Inc. Phoenix, AZ548KShares$33.8 Million0.59% of portfolio
-
Donald Yacktman Yacktman Asset Management LP472KShares$29.1 Million0.3% of portfolio
-
Southpoint Capital Advisors LP New York, NY430KShares$26.5 Million0.66% of portfolio
About AMERCO
- Ticker UHAL
- Exchange NASDAQ
- Sector Industrials
- Industry Rental & Leasing Services
- Shares Outstandng 19,607,800
- Market Cap $1.21B
- 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...