LS Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

LS Investment Advisors’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-750	Closed	-$22K	–	1713
2020 Q1	$22K	Sell	750 -2,980	-80%	-$101K	﹤0.01%	1341
2019 Q4	$140K	Hold	3,730	–	–	0.01%	985
2019 Q3	$145K	Hold	3,730	–	–	0.01%	922
2019 Q2	$141K	Hold	3,730	–	–	0.01%	938
2019 Q1	$139K	Hold	3,730	–	–	0.01%	953
2018 Q4	$122K	Sell	3,730 -680	-15%	-$23K	0.01%	963
2018 Q3	$157K	Hold	4,410	–	–	0.01%	953
2018 Q2	$157K	Hold	4,410	–	–	0.01%	979
2018 Q1	$152K	Hold	4,410	–	–	0.01%	972
2017 Q4	$167K	Hold	4,410	–	–	0.01%	989
2017 Q3	$165K	Hold	4,410	–	–	0.01%	1011
2017 Q2	$161K	Hold	4,410	–	–	0.01%	975
2017 Q1	$168K	Hold	4,410	–	–	0.01%	919
2016 Q4	$163K	Buy	4,410 +350	+9%	+$12K	0.01%	890
2016 Q3	$132K	Sell	4,060 -1,200	-23%	-$42.9K	0.01%	921
2016 Q2	$197K	Buy	5,260 +420	+9%	+$15.2K	0.01%	767
2016 Q1	$173K	Buy	4,840 +170	+4%	+$5.92K	0.01%	668
2015 Q4	$182K	Buy	+4,670	New	+$189K	0.01%	657

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

LS Investment Advisors's UHAL Position: Q2 2020 in Review

LS Investment Advisors sold out of U-Haul Holding Co (UHAL) in Q2 2020, closing a stake of 750 shares — an estimated $22K sold.

LS Investment Advisors first reported a position in UHAL in Q4 2015 and held it in 18 quarters. The position peaked at $197K in Q2 2016. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

LS Investment Advisors reported no remaining U-Haul Holding Co position as of Q2 2020 after selling out during the quarter.
LS Investment Advisors sold 750 U-Haul Holding Co shares in Q2 2020, an estimated $22K.
LS Investment Advisors first reported a position in U-Haul Holding Co in Q4 2015 and held it in 18 quarters.
LS Investment Advisors's U-Haul Holding Co position peaked at $197K in Q2 2016.
239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.