Number of Shares
176,763.00
Current Holdings Value*
$90.83 Mil
% of Portfolio
1.89%
Total Estimate Gain
$27.94 Mil
% of Total Estimate Gain
30.59%

U.S. Sector Rotation Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-02-28, U.S. Sector Rotation Fund held 176,763.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $90.83 Mil. This investment constitutes 1.89% of their stock portfolio, and U.S. Sector Rotation Fund now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then U.S. Sector Rotation Fund has made 7 purchases of BRK.B, at an average price of $331.20, for a total of 275,780.00 shares. In addition, there have been 6 sales at an average price of $333.20 for 99,017.00 shares. Based on historical transaction data and BRK.B's current price of $488.14, U.S. Sector Rotation Fund's estimated gain on his BRK.B holdings is $27.94 Mil, reflecting a 30.59% gain to date.

U.S. Sector Rotation Fund BRK.B ($488.14) Holding Chart

U.S. Sector Rotation Fund BRK.B ($488.14) 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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