SA U.S. Value Fund BRK.B Holdings History

Number of Shares
25,243.00
Current Holdings Value*
$13.44 Mil
% of Portfolio
2.5%
Total Estimate Gain
$6.03 Mil
% of Total Estimate Gain
24.38%

SA U.S. Value Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 25,243.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $13.44 Mil. This investment constitutes 2.5% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q3. And since then SA U.S. Value Fund has made 1 purchases of BRK.B, at an average price of $252.89, for a total of 97,799.00 shares. In addition, there have been 8 sales at an average price of $257.35 for 72,556.00 shares. Based on historical transaction data and BRK.B's current price of $478.91, SA U.S. Value Fund's estimated gain on his BRK.B holdings is $6.03 Mil, reflecting a 24.38% gain to date.

SA U.S. Value Fund BRK.B ($478.91) Holding Chart

SA U.S. Value Fund BRK.B ($478.91) 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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