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Moody National Bank Trust Division’s U-Haul Holding Co UHAL Stock Holding History

Moody National Bank Trust Division’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
2014
Q3 		– Sell
-9,080
Closed -$264K – 265
2014
Q2 		$264K Buy
+9,080
New +$240K 0.02% 234

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return

Moody National Bank Trust Division's UHAL Position: Q3 2014 in Review

Moody National Bank Trust Division sold out of U-Haul Holding Co (UHAL) in Q3 2014, closing a stake of 9,080 shares — an estimated $264K sold.

Moody National Bank Trust Division first reported a position in UHAL in Q2 2014 and held it in 1 quarter. The position peaked at $264K in Q2 2014. 163 funds tracked by Wall St. Rank hold UHAL as of Q3 2014.

  • Moody National Bank Trust Division reported no remaining U-Haul Holding Co position as of Q3 2014 after selling out during the quarter.
  • Moody National Bank Trust Division sold 9,080 U-Haul Holding Co shares in Q3 2014, an estimated $264K.
  • Moody National Bank Trust Division first reported a position in U-Haul Holding Co in Q2 2014 and held it in 1 quarter.
  • Moody National Bank Trust Division's U-Haul Holding Co position peaked at $264K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2014.

Based on Moody National Bank Trust Division's 13F filing for Q3 2014, filed 22 Oct 2014.