Murray Stahl’s Brown-Forman Class B BF.B Stock Holding History

Murray Stahl’s Portfolio BF.B Stock Details BF.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,671	Closed	-$316K	–	390
2019 Q4	$316K	Sell	4,671 -452	-9%	-$29.3K	0.01%	306
2019 Q3	$322K	Sell	5,123 -1,031	-17%	-$60.3K	0.01%	316
2019 Q2	$341K	Sell	6,154 -875	-12%	-$46.7K	0.01%	310
2019 Q1	$371K	Buy	+7,029	New	+$341K	0.01%	295

Other funds holding BF.B

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Murray Stahl's BF.B Position: Q1 2020 in Review

Murray Stahl sold out of Brown-Forman Class B (BF.B) in Q1 2020, closing a stake of 4,671 shares — an estimated $316K sold.

Murray Stahl first reported a position in BF.B in Q1 2019 and held it in 4 quarters. The position peaked at $371K in Q1 2019. 582 funds tracked by Wall St. Rank hold BF.B as of Q1 2020.

Murray Stahl reported no remaining Brown-Forman Class B position as of Q1 2020 after selling out during the quarter.
Murray Stahl sold 4,671 Brown-Forman Class B shares in Q1 2020, an estimated $316K.
Murray Stahl first reported a position in Brown-Forman Class B in Q1 2019 and held it in 4 quarters.
Murray Stahl's Brown-Forman Class B position peaked at $371K in Q1 2019.
582 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.