Current Value of Holding

$1.08 Million

Shares

17 Thousand

% of Portfolio

0.00%

Average Buy Price

$68.7

Avg closing price
Price range

41 Jim Simons U-Haul Holding Company Trades

Jim Simons's position in U-Haul Holding Company is currently worth $1.08 Million. That's 0.00% of their equity portfolio (2184th largest holding). The first U-Haul Holding Company trade was made in Q2 2013. Since then Jim Simons bought shares twenty more times and sold shares on twenty occasions. The investor's estimated purchase price is $1.17 Million, resulting in a loss of 7.1%.

Avg closing price
Price range
Increased shares by 279.9% (+12.5 Thousand shares) Q4 2024
Avg closing price $72.52
Price range $67.58 - $78.40
Sold 75.1% shares (-13.4 Thousand shares) Q3 2024
Avg closing price $68.33
Price range $59.88 - $77.88
Increased shares by 4.3% (+734 shares) Q2 2024
Avg closing price $65.09
Price range $61.73 - $69.11
New holding (+17.2 Thousand shares) Q1 2024
Avg closing price $66.10
Price range $62.19 - $71.11
Sold -128 Thousand shares Q4 2022
Avg closing price $275.03
Price range $50.32 - $584.25
Sold 64.5% shares (-232 Thousand shares) Q3 2022
Avg closing price $523.93
Price range $465.85 - $590.65
Sold 13.5% shares (-56 Thousand shares) Q2 2022
Avg closing price $517.04
Price range $451.67 - $584.21
Increased shares by 9.0% (+34.2 Thousand shares) Q1 2022
Avg closing price $616.45
Price range $556.91 - $725.62
Increased shares by 123.5% (+211 Thousand shares) Q4 2021
Avg closing price $719.90
Price range $651.33 - $759.25
Sold 16.2% shares (-33 Thousand shares) Q3 2021
Avg closing price $626.86
Price range $559.10 - $673.74
Increased shares by 176.5% (+130 Thousand shares) Q2 2021
Avg closing price $586.13
Price range $526.51 - $632.00
Increased shares by 166.3% (+46 Thousand shares) Q1 2021
Avg closing price $531.99
Price range $444.70 - $619.41
New holding (+27.7 Thousand shares) Q4 2020
Avg closing price $398.42
Price range $345.56 - $453.96
Sold -112 Thousand shares Q1 2020
Avg closing price $337.70
Price range $241.61 - $386.51
New holding (+112 Thousand shares) Q4 2019
Avg closing price $379.58
Price range $352.84 - $424.50
Sold -14.5 Thousand shares Q3 2019
Avg closing price $369.41
Price range $340.21 - $395.20
Sold 88.6% shares (-113 Thousand shares) Q2 2019
Avg closing price $380.99
Price range $366.34 - $402.52
Sold 49.9% shares (-127 Thousand shares) Q1 2019
Avg closing price $363.34
Price range $325.46 - $384.59
Increased shares by 59.5% (+95 Thousand shares) Q4 2018
Avg closing price $337.87
Price range $318.82 - $353.70
New holding (+160 Thousand shares) Q3 2018
Avg closing price $369.05
Price range $346.29 - $383.52

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