Number of Shares
80,516.00
Current Holdings Value*
$4.76 Mil
% of Portfolio
3.24%
Total Estimate Gain
$-78,737.00
% of Total Estimate Gain
-1.55%

Diversified Investment Strategies, LLC's U-Haul Holding Co Holding Summary

As of 2025-03-31, Diversified Investment Strategies, LLC held 80,516.00 shares of U-Haul Holding Co(UHAL.B), totaling $4.76 Mil. This investment constitutes 3.24% of their stock portfolio, and Diversified Investment Strategies, LLC now holds 0.04% of the outstanding U-Haul Holding Co(UHAL.B) stock.

The initial trade took place in 2022Q4. And since then Diversified Investment Strategies, LLC has made 5 purchases of UHAL.B, at an average price of $57.81, for a total of 88,101.00 shares. In addition, there have been 5 sales at an average price of $59.74 for 7,585.00 shares. Based on historical transaction data and UHAL.B's current price of $56.65, Diversified Investment Strategies, LLC's estimated gain on his UHAL.B holdings is $-78,737.00, reflecting a -1.55% gain to date.

Diversified Investment Strategies, LLC UHAL.B ($56.65) Holding Chart

Diversified Investment Strategies, LLC UHAL.B ($56.65) 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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