Number of Shares
1,649.00
Current Holdings Value*
$878,220.00
% of Portfolio
1.7%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
116.30%

UBS GLOBAL ALLOCATION FUND's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, UBS FUNDS held 1,649.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $878,220.00. This investment constitutes 1.7% of their stock portfolio, and UBS FUNDS now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q2. And since then UBS GLOBAL ALLOCATION FUND has made 4 purchases of BRK.B, at an average price of $192.46, for a total of 7,180.00 shares. In addition, there have been 2 sales at an average price of $396.50 for 5,531.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, UBS GLOBAL ALLOCATION FUND's estimated gain on his BRK.B holdings is $1.61 Mil, reflecting a 116.30% gain to date.

UBS GLOBAL ALLOCATION FUND BRK.B ($482.63) Holding Chart

UBS GLOBAL ALLOCATION FUND BRK.B ($482.63) 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 %

Top Ranked Articles

  • 1