Brown Advisory’s U-Haul Holding Co UHAL Stock Holding History

Brown Advisory’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 Q4	–	Sell	-9,760	Closed	-$381K	–	1062
2019 Q3	$381K	Buy	+9,760	New	+$361K	﹤0.01%	802
2018 Q3	–	Sell	-7,850	Closed	-$279K	–	1384
2018 Q2	$279K	Sell	7,850 -550	-7%	-$19.1K	﹤0.01%	1131
2018 Q1	$290K	Buy	+8,400	New	+$299K	﹤0.01%	981

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

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

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

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

Brown Advisory's UHAL Position: Q4 2019 in Review

Brown Advisory sold out of U-Haul Holding Co (UHAL) in Q4 2019, closing a stake of 9,760 shares — an estimated $381K sold.

Brown Advisory first reported a position in UHAL in Q1 2018 and held it in 3 quarters. The position peaked at $381K in Q3 2019. 241 funds tracked by Wall St. Rank hold UHAL as of Q4 2019.

Brown Advisory reported no remaining U-Haul Holding Co position as of Q4 2019 after selling out during the quarter.
Brown Advisory sold 9,760 U-Haul Holding Co shares in Q4 2019, an estimated $381K.
Brown Advisory first reported a position in U-Haul Holding Co in Q1 2018 and held it in 3 quarters.
Brown Advisory's U-Haul Holding Co position peaked at $381K in Q3 2019.
241 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2019.

Based on Brown Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.