Low Volatility U.S. Equity Fund BRK.B Holdings History
Number of Shares
770.00
Current Holdings Value*
$241,030.00
% of Portfolio
2.61%
Total Estimate Gain
$140,078.40
% of Total Estimate Gain
61.44%
Low Volatility U.S. Equity Fund's Berkshire Hathaway Inc Holding Summary
As of 2022-01-31, Low Volatility U.S. Equity Fund held 770.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $241,030.00. This investment constitutes 2.61% of their stock portfolio, and Low Volatility U.S. Equity Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q1. And since then Low Volatility U.S. Equity Fund has made 1 purchases of BRK.B, at an average price of $296.11, for a total of 770.00 shares. Based on historical transaction data and BRK.B's current price of $478.03, Low Volatility U.S. Equity Fund's estimated gain on his BRK.B holdings is $140,078.40, reflecting a 61.44% gain to date.
Low Volatility U.S. Equity Fund BRK.B ($478.03) Holding Chart
Low Volatility U.S. Equity Fund BRK.B ($478.03) 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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