Stifel Financial Corp Amerco Transaction History

Stifel Financial Corp

$85.8 Billion
Q1 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$465.85 - $590.65 $23,292 - $29,532	-50 Reduced 1.42%	3,464 $1.76 Million
Q2 2022 Aug 15, 2022	SELL	$451.67 - $584.21 $155,826 - $201,552	-345 Reduced 8.94%	3,514 $1.68 Million
Q1 2022 May 13, 2022	SELL	$556.91 - $725.62 $23,390 - $30,476	-42 Reduced 1.08%	3,859 $2.3 Million
Q4 2021 Feb 14, 2022	BUY	$651.33 - $759.25 $83,370 - $97,184	128 Added 3.39%	3,901 $2.83 Million
Q3 2021 Nov 15, 2021	BUY	$559.1 - $673.74 $124,679 - $150,244	223 Added 6.28%	3,773 $2.44 Million

Q2 2021 Aug 13, 2021	BUY	$526.51 - $632.0 $1.36 Million - $1.64 Million	2,589 Added 269.41%	3,550 $2.09 Million
Q1 2021 May 14, 2021	SELL	$444.7 - $619.41 $221,460 - $308,466	-498 Reduced 34.13%	961 $588,000
Q4 2020 Feb 12, 2021	SELL	$345.56 - $453.96 $10,366 - $13,618	-30 Reduced 2.01%	1,459 $663,000
Q3 2020 Nov 16, 2020	SELL	$291.54 - $378.3 $88,336 - $114,624	-303 Reduced 16.91%	1,489 $530,000
Q2 2020 Aug 14, 2020	SELL	$250.97 - $347.06 $16,062 - $22,211	-64 Reduced 3.45%	1,792 $541,000
Q1 2020 May 14, 2020	SELL	$241.61 - $386.51 $49,530 - $79,234	-205 Reduced 9.95%	1,856 $539,000
Q4 2019 Feb 13, 2020	BUY	$352.84 - $424.5 $66,333 - $79,806	188 Added 10.04%	2,061 $777,000
Q3 2019 Nov 13, 2019	SELL	$340.21 - $395.2 $514,737 - $597,937	-1,513 Reduced 44.68%	1,873 $729,000
Q2 2019 Aug 14, 2019	BUY	$366.34 - $402.52 $470,746 - $517,238	1,285 Added 61.16%	3,386 $1.28 Million
Q1 2019 May 14, 2019	BUY	$325.46 - $384.59 $11,065 - $13,076	34 Added 1.64%	2,101 $779,000
Q4 2018 Feb 13, 2019	SELL	$318.82 - $353.7 $29,331 - $32,540	-92 Reduced 4.26%	2,067 $678,000
Q3 2018 Nov 13, 2018	BUY	$346.29 - $383.52 $2,077 - $2,301	6 Added 0.28%	2,159 $765,000
Q2 2018 Aug 14, 2018	BUY	$322.94 - $362.5 $52,962 - $59,450	164 Added 8.25%	2,153 $764,000
Q1 2018 May 11, 2018	BUY	$328.46 - $384.0 $182,295 - $213,120	555 Added 38.7%	1,989 $683,000
Q4 2017 Feb 14, 2018	BUY	$352.72 - $396.17 $352 - $396	1 Added 0.07%	1,434 $542,000
Q3 2017 Nov 13, 2017	BUY	$355.54 - $396.3 $509,488 - $567,897	1,433	1,433 $0

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

$53.7 Million
0.0% of portfolio
Scharf Investments, LLC

669K
Shares

$41.8 Million
1.35% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

548K
Shares

$34.2 Million
0.59% of portfolio
Donald Yacktman Yacktman Asset Management LP

472K
Shares

$29.5 Million
0.3% of portfolio
Southpoint Capital Advisors LP New York, NY

430K
Shares

$26.9 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 $1.23B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account