Raymond James Financial Services Advisors, Inc. Amerco Transaction History

Raymond James Financial Services Advisors, Inc.

$66.3 Billion
Q1 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$48.72 - $72.27 $1,559 - $2,312	-32 Reduced 0.81%	3,905 $280,000
Q3 2023 Oct 24, 2023	SELL	$54.57 - $62.1 $873 - $993	-16 Reduced 0.4%	3,937 $214,000
Q2 2023 Jul 25, 2023	SELL	$51.51 - $64.05 $41,620 - $51,752	-808 Reduced 16.97%	3,953 $218,000
Q1 2023 Apr 14, 2023	SELL	$54.17 - $69.67 $22,155 - $28,495	-409 Reduced 7.91%	4,761 $283,000
Q4 2022 Feb 08, 2023	BUY	$50.32 - $584.25 $209,079 - $2.43 Million	4,155 Added 409.36%	5,170 $311,000

Q3 2022 Oct 25, 2022	BUY	$465.85 - $590.65 $10,248 - $12,994	22 Added 2.22%	1,015 $517,000
Q2 2022 Aug 12, 2022	SELL	$451.67 - $584.21 $47,877 - $61,926	-106 Reduced 9.65%	993 $475,000
Q1 2022 May 11, 2022	SELL	$556.91 - $725.62 $91,333 - $119,001	-164 Reduced 12.98%	1,099 $656,000
Q4 2021 Feb 08, 2022	BUY	$651.33 - $759.25 $28,658 - $33,407	44 Added 3.61%	1,263 $917,000
Q3 2021 Nov 02, 2021	BUY	$559.1 - $673.74 $55,910 - $67,374	100 Added 8.94%	1,219 $788,000
Q2 2021 Aug 11, 2021	BUY	$526.51 - $632.0 $34,749 - $41,712	66 Added 6.27%	1,119 $660,000
Q1 2021 May 14, 2021	BUY	$444.7 - $619.41 $37,799 - $52,649	85 Added 8.78%	1,053 $645,000
Q4 2020 Feb 12, 2021	SELL	$345.56 - $453.96 $72,567 - $95,331	-210 Reduced 17.83%	968 $439,000
Q3 2020 Nov 04, 2020	BUY	$291.54 - $378.3 $51,602 - $66,959	177 Added 17.68%	1,178 $419,000
Q2 2020 Jul 17, 2020	BUY	$250.97 - $347.06 $59,479 - $82,253	237 Added 31.02%	1,001 $302,000
Q1 2020 Apr 21, 2020	BUY	$241.61 - $386.51 $184,590 - $295,293	764 New	764 $222,000

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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