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Atlas Principals’s Berkshire Hathaway Class B BRK.B Stock Holding History

Atlas Principals’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-25,000
Closed -$5.66M – 41
2019
Q4 		$5.66M Buy
+25,000
New +$5.43M 2.05% 12

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlas Principals's BRK.B Position: Q1 2020 in Review

Atlas Principals sold out of Berkshire Hathaway Class B (BRK.B) in Q1 2020, closing a stake of 25,000 shares — an estimated $5.66M sold.

Atlas Principals first reported a position in BRK.B in Q4 2019 and held it in 1 quarter. The position peaked at $5.66M in Q4 2019. 2,632 funds tracked by Wall St. Rank hold BRK.B as of Q1 2020.

  • Atlas Principals reported no remaining Berkshire Hathaway Class B position as of Q1 2020 after selling out during the quarter.
  • Atlas Principals sold 25,000 Berkshire Hathaway Class B shares in Q1 2020, an estimated $5.66M.
  • Atlas Principals first reported a position in Berkshire Hathaway Class B in Q4 2019 and held it in 1 quarter.
  • Atlas Principals's Berkshire Hathaway Class B position peaked at $5.66M in Q4 2019.
  • 2,632 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2020.

Based on Atlas Principals's 13F filing for Q1 2020, filed 15 May 2020.