First Foundation Total Return Fund BRK.B Holdings History
Number of Shares
5,055.00
Current Holdings Value*
$2.69 Mil
% of Portfolio
4.05%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
53.16%
First Foundation Total Return Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Advisors' Inner Circle Fund III held 5,055.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.69 Mil. This investment constitutes 4.05% of their stock portfolio, and Advisors' Inner Circle Fund III now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q1. In addition, there have been 2 sales at an average price of $279.12 for 5,525.00 shares. Based on historical transaction data and BRK.B's current price of $473.40, First Foundation Total Return Fund's estimated gain on his BRK.B holdings is $1.37 Mil, reflecting a 53.16% gain to date.
First Foundation Total Return Fund BRK.B ($473.40) Holding Chart
First Foundation Total Return Fund BRK.B ($473.40) 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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