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Carmichael Hill & Associates’s Berkshire Hathaway Class B BRK.B Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		– Hold
0
– – – 379
2024
Q2 		– Hold
0
– – – 369
2024
Q1 		– Hold
0
– – – 374
2023
Q4 		– Hold
0
– – – 400
2023
Q3 		– Hold
0
– – – 385
2023
Q2 		– Hold
0
– – – 395
2023
Q1 		– Hold
0
– – – 394
2022
Q4 		– Hold
0
– – – 210
2022
Q3 		– Hold
0
– – – 215
2022
Q2 		– Sell
-1,000
Closed -$314K – 179
2022
Q1 		$353K Sell
1,000
-100
-9% -$32.3K 0.16% 113
2021
Q4 		$330K Hold
1,100
– – 0.15% 128
2021
Q3 		$300K Hold
1,100
– – 0.15% 129
2021
Q2 		$306K Buy
1,100
+200
+22% +$55.9K 0.16% 123
2021
Q1 		$231K Buy
900
+100
+13% +$24.3K 0.13% 142
2020
Q4 		$186K Hold
800
– – 0.11% 153
2020
Q3 		$170K Buy
800
+300
+60% +$61.4K 0.11% 147
2020
Q2 		$89K Hold
500
– – 0.07% 208
2020
Q1 		$91K Hold
500
– – 0.08% 180
2019
Q4 		$113K Buy
+500
New +$109K 0.08% 186

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmichael Hill & Associates's BRK.B Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Berkshire Hathaway Class B (BRK.B) stake by 0.59% in Q3 2024, selling an estimated $49.5K and leaving 18,972 shares worth $8.73M. The position accounts for 3.1% of the portfolio, ranked #5.

Carmichael Hill & Associates first reported a position in BRK.B in Q4 2017 and has held it in 28 quarters since. 4,107 funds tracked by Wall St. Rank hold BRK.B as of Q3 2024.

  • Carmichael Hill & Associates held 18,972 shares of Berkshire Hathaway Class B worth $8.73M as of Q3 2024.
  • Carmichael Hill & Associates sold 112 Berkshire Hathaway Class B shares in Q3 2024, an estimated $49.5K.
  • Berkshire Hathaway Class B made up 3.1% of Carmichael Hill & Associates's portfolio in Q3 2024, its #5 holding.
  • Carmichael Hill & Associates first reported a position in Berkshire Hathaway Class B in Q4 2017 and has held it in 28 quarters since.
  • 4,107 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.