National Investment Services of America’s U-Haul Holding Co UHAL Stock Holding History

National Investment Services of America’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
2021 Q1	–	Sell	-14,090	Closed	-$640K	–	61
2020 Q4	$640K	Sell	14,090 -8,300	-37%	-$331K	1.14%	36
2020 Q3	$797K	Sell	22,390 -950	-4%	-$32.4K	1.12%	34
2020 Q2	$705K	Sell	23,340 -460	-2%	-$13.5K	1%	42
2020 Q1	$692K	Sell	23,800 -21,990	-48%	-$743K	1.1%	36
2019 Q4	$1.72M	Buy	+45,790	New	+$1.74M	1.86%	18

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

ACM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

YAM

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

National Investment Services of America's UHAL Position: Q1 2021 in Review

National Investment Services of America sold out of U-Haul Holding Co (UHAL) in Q1 2021, closing a stake of 14,090 shares — an estimated $640K sold.

National Investment Services of America first reported a position in UHAL in Q4 2019 and held it in 5 quarters. The position peaked at $1.72M in Q4 2019. 276 funds tracked by Wall St. Rank hold UHAL as of Q1 2021.

National Investment Services of America reported no remaining U-Haul Holding Co position as of Q1 2021 after selling out during the quarter.
National Investment Services of America sold 14,090 U-Haul Holding Co shares in Q1 2021, an estimated $640K.
National Investment Services of America first reported a position in U-Haul Holding Co in Q4 2019 and held it in 5 quarters.
National Investment Services of America's U-Haul Holding Co position peaked at $1.72M in Q4 2019.
276 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2021.

Based on National Investment Services of America's 13F filing for Q1 2021.