Level Four Financial’s Berkshire Hathaway Class B BRK.B Stock Holding History

Level Four Financial’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
2021 Q3	–	Sell	-100	Closed	-$1K	–	302
2021 Q2	$1K	Buy	+100	New	+$27.9K	﹤0.01%	321

Other funds holding BRK.B

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Four Financial's BRK.B Position: Q3 2021 in Review

Level Four Financial increased its Berkshire Hathaway Class B (BRK.B) stake by 4.7% in Q3 2021, buying an estimated $62.9K and bringing the position to 4,973 shares worth $1.36M. The position accounts for 0.59% of the portfolio, ranked #43.

Level Four Financial first reported a position in BRK.B in Q4 2020 and has held it in 4 quarters since. 3,027 funds tracked by Wall St. Rank hold BRK.B as of Q3 2021.

Level Four Financial held 4,973 shares of Berkshire Hathaway Class B worth $1.36M as of Q3 2021.
Level Four Financial bought 224 Berkshire Hathaway Class B shares in Q3 2021, an estimated $62.9K.
Berkshire Hathaway Class B made up 0.59% of Level Four Financial's portfolio in Q3 2021, its #43 holding.
Level Four Financial first reported a position in Berkshire Hathaway Class B in Q4 2020 and has held it in 4 quarters since.
3,027 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.