Number of Shares
9.00
Current Holdings Value*
$7.19 Mil
% of Portfolio
1.77%
Total Estimate Gain
$6.12 Mil
% of Total Estimate Gain
82.46%

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund held 9.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $7.19 Mil. This investment constitutes 1.77% of their stock portfolio, and LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2019Q3. And since then LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund has made 2 purchases of BRK.A, at an average price of $322,800.70, for a total of 23.00 shares. In addition, there have been 5 sales at an average price of $507,564.43 for 14.00 shares. Based on historical transaction data and BRK.A's current price of $715594.45, LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund's estimated gain on his BRK.A holdings is $6.12 Mil, reflecting a 82.46% gain to date.

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund BRK.A ($715594.45) Holding Chart

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund BRK.A ($715594.45) 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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