Lodestone Wealth Management LLC Amerco Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Amerco stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 4,407 shares of UHAL stock, worth $318,141. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,407
Previous 4,174
5.58%
Holding current value
$318,141
Previous $258 Million
32.52%
% of portfolio
0.17%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding UHAL
# of Institutions
213Shares Held
6.87MCall Options Held
26.1KPut Options Held
9.1K-
Vanguard Group Inc Valley Forge, PA855KShares$61.7 Million0.0% of portfolio
-
Scharf Investments, LLC704KShares$50.8 Million1.68% of portfolio
-
Southpoint Capital Advisors LP New York, NY600KShares$43.3 Million1.3% of portfolio
-
Smead Capital Management, Inc. Phoenix, AZ543KShares$39.2 Million0.62% of portfolio
-
Nelson Peltz Trian Fund Management, L.P. | New York, Ny450KShares$32.5 Million1.09% of portfolio
About AMERCO
- Ticker UHAL
- Exchange NASDAQ
- Sector Industrials
- Industry Rental & Leasing Services
- Shares Outstandng 19,607,800
- Market Cap $1.42B
- 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...