Balanced Fund BRK.B Holdings History

Number of Shares
204,655.00
Current Holdings Value*
$109.13 Mil
% of Portfolio
3.4%
Total Estimate Gain
$37.63 Mil
% of Total Estimate Gain
38.90%

Balanced Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, JOHN HANCOCK INVESTMENT TRUST held 204,655.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $109.13 Mil. This investment constitutes 3.4% of their stock portfolio, and JOHN HANCOCK INVESTMENT TRUST now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q2. And since then Balanced Fund has made 3 purchases of BRK.B, at an average price of $332.98, for a total of 290,505.00 shares. In addition, there have been 6 sales at an average price of $425.29 for 85,850.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, Balanced Fund's estimated gain on his BRK.B holdings is $37.63 Mil, reflecting a 38.90% gain to date.

Balanced Fund BRK.B ($478.13) Holding Chart

Balanced Fund BRK.B ($478.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1