Brinker Capital Investments’s U-Haul Holding Co UHAL Stock Holding History

Brinker Capital Investments’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
2022 Q4	–	Sell	-21,020	Closed	-$1.07M	–	1394
2022 Q3	$1.07M	Sell	21,020 -640	-3%	-$33.5K	0.02%	681
2022 Q2	$1.04M	Sell	21,660 -1,950	-8%	-$101K	0.02%	729
2022 Q1	$1.41M	Buy	23,610 +450	+2%	+$27.7K	0.02%	668
2021 Q4	$1.68M	Sell	23,160 -5,180	-18%	-$373K	0.02%	637
2021 Q3	$1.67M	Hold	28,340	–	–	0.03%	606
2021 Q2	$1.67M	Buy	28,340 +1,370	+5%	+$80.3K	0.02%	661
2021 Q1	$1.65M	Buy	+26,970	New	+$1.43M	0.02%	565
2020 Q4	–	Sell	-29,200	Closed	-$1.04M	–	1201
2020 Q3	$1.04M	Buy	+29,200	New	+$995K	0.02%	672

Other funds holding UHAL

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

ACM

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brinker Capital Investments's UHAL Position: Q4 2022 in Review

Brinker Capital Investments sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 21,020 shares — an estimated $1.07M sold.

Brinker Capital Investments first reported a position in UHAL in Q3 2020 and held it in 8 quarters. The position peaked at $1.68M in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

Brinker Capital Investments reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
Brinker Capital Investments sold 21,020 U-Haul Holding Co shares in Q4 2022, an estimated $1.07M.
Brinker Capital Investments first reported a position in U-Haul Holding Co in Q3 2020 and held it in 8 quarters.
Brinker Capital Investments's U-Haul Holding Co position peaked at $1.68M in Q4 2021.
214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Brinker Capital Investments's 13F filing for Q4 2022, filed 6 Feb 2023.