Meehan Focus Fund BRK.B Holdings History

Number of Shares
24,850.00
Current Holdings Value*
$12.77 Mil
% of Portfolio
8.63%
Total Estimate Gain
$5.07 Mil
% of Total Estimate Gain
68.40%

Meehan Focus Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-02-28, Ultimus Managers Trust held 24,850.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $12.77 Mil. This investment constitutes 8.63% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Meehan Focus Fund has made 1 purchases of BRK.B, at an average price of $284.29, for a total of 26,050.00 shares. In addition, there have been 1 sales at an average price of $467.18 for 1,200.00 shares. Based on historical transaction data and BRK.B's current price of $479.30, Meehan Focus Fund's estimated gain on his BRK.B holdings is $5.07 Mil, reflecting a 68.40% gain to date.

Meehan Focus Fund BRK.B ($479.30) Holding Chart

Meehan Focus Fund BRK.B ($479.30) 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 %

Top Ranked Articles

  • 1