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Brown Brothers Harriman & Co’s Liberty All-Star Equity Fund USA Stock Holding History

Brown Brothers Harriman & Co’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,304
Closed -$64.7K – 1492
2024
Q4 		$64.7K Buy
+9,304
New +$66.9K ﹤0.01% 826

Other funds holding USA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Brown Brothers Harriman & Co's USA Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 9,304 shares — an estimated $64.7K sold.

Brown Brothers Harriman & Co first reported a position in USA in Q4 2024 and held it in 1 quarter. The position peaked at $64.7K in Q4 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • Brown Brothers Harriman & Co reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 9,304 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $64.7K.
  • Brown Brothers Harriman & Co first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Liberty All-Star Equity Fund position peaked at $64.7K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.