Northwestern Mutual Investment Management Company’s U-Haul Holding Co UHAL Stock Holding History

Northwestern Mutual Investment Management Company’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
2016 Q1	–	Sell	-4,100	Closed	-$160K	–	1002
2015 Q4	$160K	Hold	4,100	–	–	﹤0.01%	736
2015 Q3	$161K	Hold	4,100	–	–	﹤0.01%	755
2015 Q2	$134K	Sell	4,100 -500	-11%	-$16.3K	﹤0.01%	786
2015 Q1	$152K	Buy	+4,600	New	+$142K	﹤0.01%	785

Other funds holding UHAL

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

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

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

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

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Northwestern Mutual Investment Management Company's UHAL Position: Q1 2016 in Review

Northwestern Mutual Investment Management Company sold out of U-Haul Holding Co (UHAL) in Q1 2016, closing a stake of 4,100 shares — an estimated $160K sold.

Northwestern Mutual Investment Management Company first reported a position in UHAL in Q1 2015 and held it in 4 quarters. The position peaked at $161K in Q3 2015. 240 funds tracked by Wall St. Rank hold UHAL as of Q1 2016.

Northwestern Mutual Investment Management Company reported no remaining U-Haul Holding Co position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Management Company sold 4,100 U-Haul Holding Co shares in Q1 2016, an estimated $160K.
Northwestern Mutual Investment Management Company first reported a position in U-Haul Holding Co in Q1 2015 and held it in 4 quarters.
Northwestern Mutual Investment Management Company's U-Haul Holding Co position peaked at $161K in Q3 2015.
240 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2016.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q1 2016, filed 16 May 2016.