Number of Shares
21,257.00
Current Holdings Value*
$11.32 Mil
% of Portfolio
2.05%
Total Estimate Gain
$9.27 Mil
% of Total Estimate Gain
72.28%

SIMT Dynamic Asset Allocation Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, SEI INSTITUTIONAL MANAGED TRUST held 21,257.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $11.32 Mil. This investment constitutes 2.05% of their stock portfolio, and SEI INSTITUTIONAL MANAGED TRUST now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q3. And since then SIMT Dynamic Asset Allocation Fund has made 2 purchases of BRK.B, at an average price of $210.38, for a total of 60,930.00 shares. In addition, there have been 14 sales at an average price of $301.45 for 39,673.00 shares. Based on historical transaction data and BRK.B's current price of $476.31, SIMT Dynamic Asset Allocation Fund's estimated gain on his BRK.B holdings is $9.27 Mil, reflecting a 72.28% gain to date.

SIMT Dynamic Asset Allocation Fund BRK.B ($476.31) Holding Chart

SIMT Dynamic Asset Allocation Fund BRK.B ($476.31) 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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