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

National Investment Services’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
2019 Q4	–	Sell	-46,860	Closed	-$1.83M	–	61
2019 Q3	$1.83M	Sell	46,860 -1,630	-3%	-$60.2K	2.13%	16
2019 Q2	$1.84M	Sell	48,490 -1,170	-2%	-$44.6K	2.12%	15
2019 Q1	$1.84M	Buy	49,660 +8,290	+20%	+$301K	2.02%	16
2018 Q4	$1.36M	Sell	41,370 -10,710	-21%	-$362K	1.57%	24
2018 Q3	$1.86M	Sell	52,080 -3,480	-6%	-$128K	1.82%	22
2018 Q2	$1.98M	Buy	55,560 +90	+0.2%	+$3.13K	1.85%	23
2018 Q1	$1.91M	Buy	+55,470	New	+$1.97M	1.78%	23

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 $535B AUM 26.23% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

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

National Investment Services's UHAL Position: Q4 2019 in Review

National Investment Services sold out of U-Haul Holding Co (UHAL) in Q4 2019, closing a stake of 46,860 shares — an estimated $1.83M sold.

National Investment Services first reported a position in UHAL in Q1 2018 and held it in 7 quarters. The position peaked at $1.98M in Q2 2018. 241 funds tracked by Wall St. Rank hold UHAL as of Q4 2019.

National Investment Services reported no remaining U-Haul Holding Co position as of Q4 2019 after selling out during the quarter.
National Investment Services sold 46,860 U-Haul Holding Co shares in Q4 2019, an estimated $1.83M.
National Investment Services first reported a position in U-Haul Holding Co in Q1 2018 and held it in 7 quarters.
National Investment Services's U-Haul Holding Co position peaked at $1.98M in Q2 2018.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.