Number of Shares
15,360.00
Current Holdings Value*
$8.19 Mil
% of Portfolio
3.02%
Total Estimate Gain
$492,209.42
% of Total Estimate Gain
5.32%

SA Franklin Systematic U.S. Large Cap Core Portfolio's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, SA Franklin Systematic U.S. Large Cap Core Portfolio held 15,360.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $8.19 Mil. This investment constitutes 3.02% of their stock portfolio, and SA Franklin Systematic U.S. Large Cap Core Portfolio now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q3. And since then SA Franklin Systematic U.S. Large Cap Core Portfolio has made 5 purchases of BRK.B, at an average price of $399.77, for a total of 23,153.00 shares. In addition, there have been 5 sales at an average price of $312.97 for 7,793.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, SA Franklin Systematic U.S. Large Cap Core Portfolio's estimated gain on his BRK.B holdings is $492,209.42, reflecting a 5.32% gain to date.

SA Franklin Systematic U.S. Large Cap Core Portfolio BRK.B ($475.86) Holding Chart

SA Franklin Systematic U.S. Large Cap Core Portfolio 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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