Wellington Management Group LLP Amerco Transaction History

Wellington Management Group LLP

$557 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$61.73 - $69.11 $1 Million - $1.12 Million	-16,215 Reduced 18.88%	69,653 $4.3 Million
Q1 2024 May 15, 2024	BUY	$62.19 - $71.11 $5.34 Million - $6.11 Million	85,868 New	85,868 $5.8 Million
Q4 2023 Feb 12, 2024	BUY	$48.72 - $72.27 $4.18 Million - $6.21 Million	85,868 New	85,868 $6.17 Million
Q3 2023 Nov 14, 2023	BUY	$54.57 - $62.1 $4.8 Million - $5.46 Million	87,881 New	87,881 $4.8 Million
Q3 2022 Nov 14, 2022	BUY	$465.85 - $590.65 $2.51 Million - $3.18 Million	5,378 Added 1.26%	430,882 $219 Million
Q2 2022 Aug 15, 2022	BUY	$451.67 - $584.21 $820,684 - $1.06 Million	1,817 Added 0.43%	425,504 $203 Million
Q1 2022 May 16, 2022	SELL	$556.91 - $725.62 $14.5 Million - $18.9 Million	-26,050 Reduced 5.79%	423,687 $253 Million
Q4 2021 Feb 11, 2022	SELL	$651.33 - $759.25 $11.3 Million - $13.2 Million	-17,360 Reduced 3.72%	449,737 $327 Million
Q3 2021 Nov 15, 2021	SELL	$559.1 - $673.74 $30.1 Million - $36.2 Million	-53,793 Reduced 10.33%	467,097 $302 Million
Q2 2021 Aug 16, 2021	SELL	$526.51 - $632.0 $13.4 Million - $16.1 Million	-25,421 Reduced 4.65%	520,890 $307 Million
Q1 2021 May 17, 2021	SELL	$444.7 - $619.41 $14.2 Million - $19.7 Million	-31,821 Reduced 5.5%	546,311 $335 Million
Q4 2020 Feb 12, 2021	SELL	$345.56 - $453.96 $9.02 Million - $11.9 Million	-26,113 Reduced 4.32%	578,132 $262 Million
Q3 2020 Nov 16, 2020	SELL	$291.54 - $378.3 $9.68 Million - $12.6 Million	-33,197 Reduced 5.21%	604,245 $215 Million
Q2 2020 Aug 14, 2020	SELL	$250.97 - $347.06 $5.68 Million - $7.85 Million	-22,631 Reduced 3.43%	637,442 $193 Million
Q1 2020 May 14, 2020	BUY	$241.61 - $386.51 $12.5 Million - $19.9 Million	51,542 Added 8.47%	660,073 $192 Million
Q4 2019 Feb 11, 2020	BUY	$352.84 - $424.5 $215 Million - $258 Million	608,531 New	608,531 $229 Million

Others Institutions Holding UHAL

# of Institutions

216

Shares Held

6.69M

Call Options Held

26.1K

Put Options Held

9.1K

Vanguard Group Inc Valley Forge, PA

855K
Shares

$60.7 Million
0.0% of portfolio
Scharf Investments, LLC

635K
Shares

$45.2 Million
1.48% of portfolio
Southpoint Capital Advisors LP New York, NY

600K
Shares

$42.6 Million
1.3% of portfolio
Smead Capital Management, Inc. Phoenix, AZ

543K
Shares

$38.6 Million
0.62% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

450K
Shares

$31.9 Million
1.09% of portfolio

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.39B
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

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