Hotchkis & Wiley SMID Cap Diversified Value Fund UHAL.B Holdings History
Number of Shares
86.00
Current Holdings Value*
$5,090.00
% of Portfolio
1.03%
Total Estimate Gain
$-651.88
% of Total Estimate Gain
-12.11%
Hotchkis & Wiley SMID Cap Diversified Value Fund's U-Haul Holding Co Holding Summary
As of 2025-03-31, Hotchkis & Wiley SMID Cap Diversified Value Fund held 86.00 shares of U-Haul Holding Co(UHAL.B), totaling $5,090.00. This investment constitutes 1.03% of their stock portfolio, and Hotchkis & Wiley SMID Cap Diversified Value Fund now holds 0% of the outstanding U-Haul Holding Co(UHAL.B) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and UHAL.B's current price of $55.00, Hotchkis & Wiley SMID Cap Diversified Value Fund's estimated gain on his UHAL.B holdings is $-651.88, reflecting a -12.11% gain to date.
Hotchkis & Wiley SMID Cap Diversified Value Fund UHAL.B ($55.00) Holding Chart
Hotchkis & Wiley SMID Cap Diversified Value Fund UHAL.B ($55.00) 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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