Ownership history in Capital Analysts, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in * AMERCO (UHAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 492 | +467 | +1868.0% | 0.00% | $28K | $57.07 |
| 2018 Q3 | REDUCED | 25 | -793 | -96.9% | 0.00% | $9K | $35.11 |
| 2018 Q2 | REDUCED | 818 | -114 | -12.2% | 0.03% | $291K | $35.01 |
| 2018 Q1 | ADDED | 932 | +189 | +25.4% | 0.04% | $322K | $33.88 |
| 2017 Q4 | REDUCED | 743 | -179 | -19.4% | 0.00% | $38K | $37.05 |
| 2017 Q3 | UNCHANGED | 922 | — | 0% | 0.05% | $346K | $36.71 |
| 2017 Q2 | REDUCED | 922 | -8 | -0.9% | 0.05% | $338K | $35.74 |
| 2016 Q2 | ADDED | 930 | +222 | +31.4% | 0.08% | $398K | $36.36 |
| 2016 Q1 | ADDED | 708 | +145 | +25.8% | 0.05% | $253K | $34.59 |
| 2015 Q4 | REDUCED | 563 | -503 | -47.2% | 0.04% | $219K | $37.71 |
As of 2025 Q4 — sorted by position size