Number of Shares
4,169.00
Current Holdings Value*
$2.14 Mil
% of Portfolio
0.17%
Total Estimate Gain
$3.38 Mil
% of Total Estimate Gain
7.32%

SIIT LARGE CAP DISCIPLINED EQUITY FUND's Berkshire Hathaway Inc Holding Summary

As of 2025-02-28, SEI INSTITUTIONAL INVESTMENTS TRUST held 4,169.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.14 Mil. This investment constitutes 0.17% of their stock portfolio, and SEI INSTITUTIONAL INVESTMENTS TRUST now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q4. And since then SIIT LARGE CAP DISCIPLINED EQUITY FUND has made 9 purchases of BRK.B, at an average price of $273.32, for a total of 168,793.00 shares. In addition, there have been 11 sales at an average price of $288.45 for 164,624.00 shares. Based on historical transaction data and BRK.B's current price of $485.68, SIIT LARGE CAP DISCIPLINED EQUITY FUND's estimated gain on his BRK.B holdings is $3.38 Mil, reflecting a 7.32% gain to date.

SIIT LARGE CAP DISCIPLINED EQUITY FUND BRK.B ($485.68) Holding Chart

SIIT LARGE CAP DISCIPLINED EQUITY FUND BRK.B ($485.68) 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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