Number of Shares
120,443.00
Current Holdings Value*
$64.15 Mil
% of Portfolio
2.19%
Total Estimate Gain
$44.36 Mil
% of Total Estimate Gain
25.54%

Focused Large Cap Value Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Focused Large Cap Value Fund held 120,443.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $64.15 Mil. This investment constitutes 2.19% of their stock portfolio, and Focused Large Cap Value Fund now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then Focused Large Cap Value Fund has made 6 purchases of BRK.B, at an average price of $320.91, for a total of 541,187.00 shares. In addition, there have been 7 sales at an average price of $380.67 for 420,744.00 shares. Based on historical transaction data and BRK.B's current price of $480.48, Focused Large Cap Value Fund's estimated gain on his BRK.B holdings is $44.36 Mil, reflecting a 25.54% gain to date.

Focused Large Cap Value Fund BRK.B ($480.48) Holding Chart

Focused Large Cap Value Fund BRK.B ($480.48) 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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