Ownership history in Capital Analysts, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Capital Analysts, LLC underperformed the S&P 500 by β41.1% annually on this UHAL position. Timing score: 40% (4/10 decisions correct). Average cost basis: $39.95. Maximum drawdown during holding period: β11.1%.
β Significantly underperformed the S&P 500 by 41.1% ann.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $31.63 (2015 Q1) Β· Worst: $57.07 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 5 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size