Number of Shares
10,712.00
Current Holdings Value*
$5.71 Mil
% of Portfolio
1.8%
Total Estimate Gain
$253,192.16
% of Total Estimate Gain
5.09%

State Street Balanced Index Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, State Street Balanced Index Fund held 10,712.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.71 Mil. This investment constitutes 1.8% of their stock portfolio, and State Street Balanced Index Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then State Street Balanced Index Fund has made 3 purchases of BRK.B, at an average price of $452.86, for a total of 10,975.00 shares. In addition, there have been 2 sales at an average price of $478.78 for 263.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, State Street Balanced Index Fund's estimated gain on his BRK.B holdings is $253,192.16, reflecting a 5.09% gain to date.

State Street Balanced Index Fund BRK.B ($475.86) Holding Chart

State Street Balanced Index Fund 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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