Nationwide Fund Advisors’s U-Haul Holding Co UHAL Stock Holding History

Nationwide Fund 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
2017 Q4	–	Sell	-2,220	Closed	-$83K	–	1981
2017 Q3	$83K	Hold	2,220	–	–	﹤0.01%	2963
2017 Q2	$81K	Hold	2,220	–	–	﹤0.01%	2980
2017 Q1	$85K	Hold	2,220	–	–	﹤0.01%	2884
2016 Q4	$82K	Hold	2,220	–	–	﹤0.01%	2922
2016 Q3	$72K	Sell	2,220 -780	-26%	-$27.9K	﹤0.01%	2989
2016 Q2	$112K	Hold	3,000	–	–	﹤0.01%	2874
2016 Q1	$107K	Hold	3,000	–	–	﹤0.01%	2790
2015 Q4	$117K	Sell	3,000 -72,000	-96%	-$2.91M	﹤0.01%	2791
2015 Q3	$2.95M	Sell	75,000 -4,000	-5%	-$145K	0.01%	1174
2015 Q2	$2.58M	Sell	79,000 -10,000	-11%	-$327K	0.01%	1295
2015 Q1	$2.94M	Sell	89,000 -2,000	-2%	-$61.8K	0.01%	1267
2014 Q4	$2.59M	Sell	91,000 -9,000	-9%	-$244K	0.01%	1279
2014 Q3	$2.62M	Sell	100,000 -271,800	-73%	-$7.51M	0.01%	1281
2014 Q2	$10.8M	Buy	+371,800	New	+$9.82M	0.04%	534
2014 Q1	–	Sell	-377,000	Closed	-$8.97M	–	3202
2013 Q4	$8.97M	Sell	377,000 -4,000	-1%	-$86K	0.04%	620
2013 Q3	$7.01M	Buy	381,000 +235,240	+161%	+$4.06M	0.03%	709
2013 Q2	$2.36M	Buy	+145,760	New	+$2.42M	0.01%	1196

Other funds holding UHAL

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Nationwide Fund Advisors's UHAL Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2017, closing a stake of 2,220 shares — an estimated $83K sold.

Nationwide Fund Advisors first reported a position in UHAL in Q2 2013 and held it in 17 quarters. The position peaked at $10.8M in Q2 2014. 255 funds tracked by Wall St. Rank hold UHAL as of Q4 2017.

Nationwide Fund Advisors reported no remaining U-Haul Holding Co position as of Q4 2017 after selling out during the quarter.
Nationwide Fund Advisors sold 2,220 U-Haul Holding Co shares in Q4 2017, an estimated $83K.
Nationwide Fund Advisors first reported a position in U-Haul Holding Co in Q2 2013 and held it in 17 quarters.
Nationwide Fund Advisors's U-Haul Holding Co position peaked at $10.8M in Q2 2014.
255 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.