Lee Ainslie’s Berkshire Hathaway Class B BRK.B Stock Holding History

Lee Ainslie’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
2023 Q4	–	Sell	-1,561	Closed	-$547K	–	365
2023 Q3	$547K	Buy	+1,561	New	+$554K	0.01%	172
2021 Q4	–	Sell	-545	Closed	-$149K	–	360
2021 Q3	$149K	Sell	545 -7,495	-93%	-$2.11M	﹤0.01%	557
2021 Q2	$2.23M	Buy	+8,040	New	+$2.25M	0.02%	159
2020 Q4	–	Sell	-4,120	Closed	-$877K	–	684
2020 Q3	$877K	Buy	+4,120	New	+$843K	0.02%	315
2020 Q2	–	Sell	-165	Closed	-$30K	–	580
2020 Q1	$30K	Buy	+165	New	+$35.1K	﹤0.01%	458

Other funds holding BRK.B

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Ainslie's BRK.B Position: Q4 2023 in Review

Lee Ainslie sold out of Berkshire Hathaway Class B (BRK.B) in Q4 2023, closing a stake of 1,561 shares — an estimated $547K sold.

Lee Ainslie first reported a position in BRK.B in Q1 2020 and held it in 5 quarters. The position peaked at $2.23M in Q2 2021. 3,919 funds tracked by Wall St. Rank hold BRK.B as of Q4 2023.

Lee Ainslie reported no remaining Berkshire Hathaway Class B position as of Q4 2023 after selling out during the quarter.
Lee Ainslie sold 1,561 Berkshire Hathaway Class B shares in Q4 2023, an estimated $547K.
Lee Ainslie first reported a position in Berkshire Hathaway Class B in Q1 2020 and held it in 5 quarters.
Lee Ainslie's Berkshire Hathaway Class B position peaked at $2.23M in Q2 2021.
3,919 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q4 2023.

Based on Maverick Capital's 13F filing for Q4 2023, filed 14 Feb 2024.