Davis Balanced Fund BRK.B Holdings History
Number of Shares
43,296.00
Current Holdings Value*
$23.06 Mil
% of Portfolio
11.62%
Total Estimate Gain
$13.13 Mil
% of Total Estimate Gain
129.20%
Davis Balanced Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Davis Balanced Fund held 43,296.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $23.06 Mil. This investment constitutes 11.62% of their stock portfolio, and Davis Balanced Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q3. In addition, there have been 2 sales at an average price of $446.04 for 6,010.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Davis Balanced Fund's estimated gain on his BRK.B holdings is $13.13 Mil, reflecting a 129.20% gain to date.
Davis Balanced Fund BRK.B ($475.86) Holding Chart
Davis Balanced Fund BRK.B ($475.86) 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 % |
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