Number of Shares
55,725.00
Current Holdings Value*
$3.30 Mil
% of Portfolio
3.05%
Total Estimate Gain
$252,667.72
% of Total Estimate Gain
3.94%

RK Asset Management, LLC's U-Haul Holding Co Holding Summary

As of 2025-03-31, RK Asset Management, LLC held 55,725.00 shares of U-Haul Holding Co(UHAL.B), totaling $3.30 Mil. This investment constitutes 3.05% of their stock portfolio, and RK Asset Management, LLC now holds 0.03% of the outstanding U-Haul Holding Co(UHAL.B) stock.

The initial trade took place in 2023Q1. And since then RK Asset Management, LLC has made 4 purchases of UHAL.B, at an average price of $56.70, for a total of 112,976.00 shares. In addition, there have been 4 sales at an average price of $62.77 for 57,251.00 shares. Based on historical transaction data and UHAL.B's current price of $55.00, RK Asset Management, LLC's estimated gain on his UHAL.B holdings is $252,667.72, reflecting a 3.94% gain to date.

RK Asset Management, LLC UHAL.B ($55.00) Holding Chart

RK Asset Management, LLC 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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