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Norbert Lou’s Berkshire Hathaway Class B BRK.B Stock Holding History

Norbert Lou’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
2015
Q4 		– Sell
-500
Closed -$65K – 6
2015
Q3 		$65K Hold
500
– – 0.04% 7
2015
Q2 		$68K Hold
500
– – 0.06% 5
2015
Q1 		$72K Buy
+500
New +$73.6K 0.06% 4

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $34.4B AUM 26.34% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norbert Lou's BRK.B Position: Q4 2015 in Review

Norbert Lou sold out of Berkshire Hathaway Class B (BRK.B) in Q4 2015, closing a stake of 500 shares — an estimated $65K sold.

Norbert Lou first reported a position in BRK.B in Q1 2015 and held it in 3 quarters. The position peaked at $72K in Q1 2015. 1,750 funds tracked by Wall St. Rank hold BRK.B as of Q4 2015.

  • Norbert Lou reported no remaining Berkshire Hathaway Class B position as of Q4 2015 after selling out during the quarter.
  • Norbert Lou sold 500 Berkshire Hathaway Class B shares in Q4 2015, an estimated $65K.
  • Norbert Lou first reported a position in Berkshire Hathaway Class B in Q1 2015 and held it in 3 quarters.
  • Norbert Lou's Berkshire Hathaway Class B position peaked at $72K in Q1 2015.
  • 1,750 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q4 2015.

Based on Punch Card Management's 13F filing for Q4 2015, filed 16 Feb 2016.