United Services Automobile Association’s U-Haul Holding Co UHAL Stock Holding History

United Services Automobile Association’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 Q3	–	Sell	-512,920	Closed	-$19.4M	–	1655
2019 Q2	$19.4M	Sell	512,920 -145,940	-22%	-$5.56M	0.05%	368
2019 Q1	$24.5M	Buy	658,860 +21,780	+3%	+$791K	0.06%	316
2018 Q4	$20.9M	Sell	637,080 -37,060	-5%	-$1.25M	0.06%	319
2018 Q3	$24M	Sell	674,140 -16,950	-2%	-$626K	0.06%	324
2018 Q2	$24.6M	Sell	691,090 -92,200	-12%	-$3.2M	0.07%	312
2018 Q1	$27M	Buy	783,290 +104,290	+15%	+$3.71M	0.07%	285
2017 Q4	$25.7M	Buy	+679,000	New	+$25.4M	0.07%	302
2017 Q3	–	Sell	-11,550	Closed	-$423K	–	1452
2017 Q2	$423K	Buy	+11,550	New	+$419K	﹤0.01%	1345
2013 Q4	–	Sell	-12,000	Closed	-$221K	–	1271
2013 Q3	$221K	Buy	+12,000	New	+$207K	﹤0.01%	1213

Other funds holding UHAL

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

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

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

ACM

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

United Services Automobile Association's UHAL Position: Q3 2019 in Review

United Services Automobile Association sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 512,920 shares — an estimated $19.4M sold.

United Services Automobile Association first reported a position in UHAL in Q3 2013 and held it in 9 quarters. The position peaked at $27M in Q1 2018. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

United Services Automobile Association reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 512,920 U-Haul Holding Co shares in Q3 2019, an estimated $19.4M.
United Services Automobile Association first reported a position in U-Haul Holding Co in Q3 2013 and held it in 9 quarters.
United Services Automobile Association's U-Haul Holding Co position peaked at $27M in Q1 2018.
219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.