Number of Shares
9,375.00
Current Holdings Value*
$4.99 Mil
% of Portfolio
1.23%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
28.41%

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 9,375.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.99 Mil. This investment constitutes 1.23% of their stock portfolio, and LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) 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.B, at an average price of $339.19, for a total of 11,501.00 shares. In addition, there have been 2 sales at an average price of $268.71 for 2,126.00 shares. Based on historical transaction data and BRK.B's current price of $473.40, LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund's estimated gain on his BRK.B holdings is $1.11 Mil, reflecting a 28.41% gain to date.

LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund BRK.B ($473.40) Holding Chart

LVIP ClearBridge Franklin Select Large Cap Managed Volatility 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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