Hall Kathryn A. Buys Berkshire Hathaway Inc, VANGUARD INDEX FDS, ISHARES TRUST, Sells ISHARES TRUST, VANGUARD INDEX FDS, VANGUARD TAX MANAG

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Aug 25, 2020
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San Francisco, CA, based Investment company Hall Kathryn A. (Current Portfolio) buys Berkshire Hathaway Inc, VANGUARD INDEX FDS, ISHARES TRUST, VANGUARD INTL EQUI, ISHARES TRUST, sells ISHARES TRUST, VANGUARD INDEX FDS, VANGUARD TAX MANAG, VANGUARD INDEX FDS, Berkshire Hathaway Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Hall Kathryn A.. As of 2020Q2, Hall Kathryn A. owns 40 stocks with a total value of $174 million. These are the details of the buys and sells.

For the details of Hall Kathryn A.'s stock buys and sells, go to https://www.gurufocus.com/guru/hall+kathryn+a./current-portfolio/portfolio

These are the top 5 holdings of Hall Kathryn A.
  1. Gap Inc (GPS) - 3,389,284 shares, 24.62% of the total portfolio.
  2. Levi Strauss & Co (LEVI) - 2,056,600 shares, 15.86% of the total portfolio. Shares added by 16.66%
  3. VANGUARD INDEX FDS (VOO) - 52,223 shares, 8.52% of the total portfolio. Shares added by 53.04%
  4. Artisan Partners Asset Management Inc (APAM) - 423,477 shares, 7.92% of the total portfolio. Shares reduced by 13.48%
  5. VANGUARD INDEX FDS (VTI) - 70,070 shares, 6.31% of the total portfolio.
New Purchase: Berkshire Hathaway Inc (BRK.A)

Hall Kathryn A. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $253501 and $302235, with an estimated average price of $274087. The stock is now traded at around $319970.01. The impact to a portfolio due to this purchase was 4.92%. The holding were 32 shares as of .

New Purchase: ISHARES TRUST (IWB)

Hall Kathryn A. initiated holding in ISHARES TRUST. The purchase prices were between $134.82 and $179.11, with an estimated average price of $161.01. The stock is now traded at around $191.57. The impact to a portfolio due to this purchase was 2.47%. The holding were 25,025 shares as of .

New Purchase: ISHARES TRUST (IWR)

Hall Kathryn A. initiated holding in ISHARES TRUST. The purchase prices were between $40.52 and $57.45, with an estimated average price of $49.89. The stock is now traded at around $58.38. The impact to a portfolio due to this purchase was 0.82%. The holding were 26,520 shares as of .

New Purchase: Livongo Health Inc (LVGO)

Hall Kathryn A. initiated holding in Livongo Health Inc. The purchase prices were between $26.13 and $76.69, with an estimated average price of $51.78. The stock is now traded at around $134.15. The impact to a portfolio due to this purchase was 0.33%. The holding were 7,548 shares as of .

New Purchase: ISHARES TRUST (HYG)

Hall Kathryn A. initiated holding in ISHARES TRUST. The purchase prices were between $72.33 and $83.87, with an estimated average price of $79.55. The stock is now traded at around $85.22. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,255 shares as of .

New Purchase: SPDR SERIES TRUST (JNK)

Hall Kathryn A. initiated holding in SPDR SERIES TRUST. The purchase prices were between $88.81 and $103.79, with an estimated average price of $98.12. The stock is now traded at around $105.88. The impact to a portfolio due to this purchase was 0.2%. The holding were 3,382 shares as of .

Added: VANGUARD INDEX FDS (VOO)

Hall Kathryn A. added to a holding in VANGUARD INDEX FDS by 53.04%. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $316.20. The impact to a portfolio due to this purchase was 2.95%. The holding were 52,223 shares as of .

Added: VANGUARD INTL EQUI (VT)

Hall Kathryn A. added to a holding in VANGUARD INTL EQUI by 210.71%. The purchase prices were between $60.03 and $78.43, with an estimated average price of $70.29. The stock is now traded at around $82.90. The impact to a portfolio due to this purchase was 1%. The holding were 34,380 shares as of .

Added: ISHARES TRUST (IJR)

Hall Kathryn A. added to a holding in ISHARES TRUST by 38.26%. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $74.88. The impact to a portfolio due to this purchase was 0.26%. The holding were 23,780 shares as of .

Sold Out: ISHARES TRUST (EFA)

Hall Kathryn A. sold out a holding in ISHARES TRUST. The sale prices were between $50.19 and $63.75, with an estimated average price of $57.11.

Sold Out: VANGUARD INDEX FDS (VOE)

Hall Kathryn A. sold out a holding in VANGUARD INDEX FDS. The sale prices were between $75.66 and $107.24, with an estimated average price of $91.52.

Sold Out: VANGUARD INDEX FDS (VTV)

Hall Kathryn A. sold out a holding in VANGUARD INDEX FDS. The sale prices were between $85.23 and $110.16, with an estimated average price of $97.96.

Sold Out: Guardant Health Inc (GH)

Hall Kathryn A. sold out a holding in Guardant Health Inc. The sale prices were between $60.49 and $97.5, with an estimated average price of $80.48.



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