Number of Shares
53,711.00
Current Holdings Value*
$28.64 Mil
% of Portfolio
3%
Total Estimate Gain
$13.67 Mil
% of Total Estimate Gain
16.50%

Franklin U.S. Core Equity (IU) Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, FRANKLIN FUND ALLOCATOR SERIES held 53,711.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $28.64 Mil. This investment constitutes 3% of their stock portfolio, and FRANKLIN FUND ALLOCATOR SERIES now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q3. And since then Franklin U.S. Core Equity (IU) Fund has made 10 purchases of BRK.B, at an average price of $329.51, for a total of 251,323.00 shares. In addition, there have been 8 sales at an average price of $358.89 for 197,612.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Franklin U.S. Core Equity (IU) Fund's estimated gain on his BRK.B holdings is $13.67 Mil, reflecting a 16.50% gain to date.

Franklin U.S. Core Equity (IU) Fund BRK.B ($475.86) Holding Chart

Franklin U.S. Core Equity (IU) 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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