Back to UHAL/B
Lipe & Dalton UHAL/B Position History
U-HAUL HOLDING CO - NON VOTING
Quarters held
5
Latest value
$588K
Q3 2026
Peak value
$746K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $746K |
| Q4 2025 | $685K |
| Q1 2026 | $545K |
| Q2 2026 | $642K |
| Q3 2026 | $588K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $588K | 11.1K | — | — |
| Q2 2026 | $642K | 11.1K | — | — |
| Q1 2026 | $545K | 12.2K | — | — |
| Q4 2025 | $685K | 14.7K | — | — |
| Q3 2025 | $746K | 14.7K | — | — |
Other funds holding UHAL/B
$531.4M
$521.1M
$485.3M
$474.5M
$454.5M
$423.8M
$422.3M