Applied Fundamental Research, LLC UHAL.B Holdings History
Applied Fundamental Research, LLC's U-Haul Holding Co Holding Summary
As of 2025-03-31, Applied Fundamental Research, LLC held 194,199.00 shares of U-Haul Holding Co(UHAL.B), totaling $11.49 Mil. This investment constitutes 9.7% of their stock portfolio, and Applied Fundamental Research, LLC now holds 0.1% of the outstanding U-Haul Holding Co(UHAL.B) stock.
The initial trade took place in 2022Q4. And since then Applied Fundamental Research, LLC has made 3 purchases of UHAL.B, at an average price of $62.35, for a total of 294,582.00 shares. In addition, there have been 2 sales at an average price of $54.64 for 100,383.00 shares. Based on historical transaction data and UHAL.B's current price of $55.11, Applied Fundamental Research, LLC's estimated gain on his UHAL.B holdings is $-2.18 Mil, reflecting a -11.86% gain to date.
Applied Fundamental Research, LLC UHAL.B ($55.11) Holding Chart
Applied Fundamental Research, LLC UHAL.B ($55.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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