Number of Shares
23,877.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
1.34%
Total Estimate Gain
$6.13 Mil
% of Total Estimate Gain
87.59%

The Value Equity Portfolio's Berkshire Hathaway Inc Holding Summary

As of 2024-03-31, HC CAPITAL TRUST held 23,877.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $10.04 Mil. This investment constitutes 1.34% of their stock portfolio, and HC CAPITAL TRUST now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q3. And since then The Value Equity Portfolio has made 4 purchases of BRK.B, at an average price of $216.28, for a total of 32,386.00 shares. In addition, there have been 1 sales at an average price of $214.63 for 8,509.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, The Value Equity Portfolio's estimated gain on his BRK.B holdings is $6.13 Mil, reflecting a 87.59% gain to date.

The Value Equity Portfolio BRK.B ($473.80) Holding Chart

The Value Equity Portfolio BRK.B ($473.80) 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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