UBS U.S. Allocation Fund BRK.B Holdings History
UBS U.S. Allocation Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-02-28, UBS INVESTMENT TRUST held 7,299.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.75 Mil. This investment constitutes 2.54% of their stock portfolio, and UBS INVESTMENT TRUST now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2020Q2. And since then UBS U.S. Allocation Fund has made 8 purchases of BRK.B, at an average price of $255.30, for a total of 22,809.00 shares. In addition, there have been 7 sales at an average price of $236.57 for 15,510.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, UBS U.S. Allocation Fund's estimated gain on his BRK.B holdings is $1.32 Mil, reflecting a 22.65% gain to date.
UBS U.S. Allocation Fund BRK.B ($475.86) Holding Chart
UBS U.S. Allocation 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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