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Lombard Odier Asset Management (USA)’s Berkshire Hathaway Class B BRK.B Stock Holding History

Lombard Odier Asset Management (USA)’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
Q3 		– Sell
-18,000
Closed -$3.21M – 237
2020
Q2 		$3.21M Buy
+18,000
New +$3.29M 0.22% 115

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s BRK.B Position: Q3 2020 in Review

Lombard Odier Asset Management (USA) sold out of Berkshire Hathaway Class B (BRK.B) in Q3 2020, closing a stake of 4,468 shares — an estimated $798K sold.

Lombard Odier Asset Management (USA) first reported a position in BRK.B in Q2 2020 and held it in 1 quarter. The position peaked at $798K in Q2 2020. 2,665 funds tracked by Wall St. Rank hold BRK.B as of Q3 2020.

  • Lombard Odier Asset Management (USA) reported no remaining Berkshire Hathaway Class B position as of Q3 2020 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 4,468 Berkshire Hathaway Class B shares in Q3 2020, an estimated $798K.
  • Lombard Odier Asset Management (USA) first reported a position in Berkshire Hathaway Class B in Q2 2020 and held it in 1 quarter.
  • Lombard Odier Asset Management (USA)'s Berkshire Hathaway Class B position peaked at $798K in Q2 2020.
  • 2,665 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2020.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2020, filed 16 Nov 2020.