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

Brinker Capital’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
2020 Q2	$866K	Buy	28,660 +1,910	+7%	+$56K	0.03%	542
2020 Q1	$777K	Sell	26,750 -730	-3%	-$24.7K	0.03%	504
2019 Q4	$1.03M	Buy	27,480 +10	+0%	+$380	0.03%	495
2019 Q3	$1.07M	Buy	27,470 +1,570	+6%	+$58K	0.04%	468
2019 Q2	$980K	Buy	25,900 +30	+0.1%	+$1.14K	0.04%	478
2019 Q1	$961K	Buy	25,870 +5,850	+29%	+$213K	0.04%	467
2018 Q4	$657K	Sell	20,020 -1,620	-7%	-$54.7K	0.03%	523
2018 Q3	$772K	Buy	21,640 +360	+2%	+$13.3K	0.03%	574
2018 Q2	$758K	Sell	21,280 -4,200	-16%	-$146K	0.03%	577
2018 Q1	$879K	Buy	25,480 +2,200	+9%	+$78.2K	0.03%	504
2017 Q4	$880K	Buy	23,280 +720	+3%	+$26.9K	0.03%	473
2017 Q3	$846K	Buy	+22,560	New	+$843K	0.04%	468
2017 Q2	–	Sell	-23,020	Closed	-$877K	–	874
2017 Q1	$877K	Buy	+23,020	New	+$865K	0.04%	411

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 $580B AUM 38.23% 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

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

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

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Brinker Capital's UHAL Position: Q2 2020 in Review

Brinker Capital increased its U-Haul Holding Co (UHAL) stake by 7.1% in Q2 2020, buying an estimated $56K and bringing the position to 28,660 shares worth $866K. The position accounts for 0.03% of the portfolio, ranked #542.

Brinker Capital first reported a position in UHAL in Q1 2017 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2019. 239 funds tracked by Wall St. Rank hold UHAL as of Q2 2020.

Brinker Capital held 28,660 shares of U-Haul Holding Co worth $866K as of Q2 2020.
Brinker Capital bought 1,910 U-Haul Holding Co shares in Q2 2020, an estimated $56K.
U-Haul Holding Co made up 0.03% of Brinker Capital's portfolio in Q2 2020, its #542 holding.
Brinker Capital first reported a position in U-Haul Holding Co in Q1 2017 and has held it in 13 quarters since.
Brinker Capital's U-Haul Holding Co position peaked at $1.07M in Q3 2019.
239 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.