The Motley Fool

JULY 13, 2024

Over that 59-year stretch, he steered the conglomerate to average annual returns of 19.8%, which is nearly twice the average annual return delivered by the S&P 500 index over the same period. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

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Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

AUGUST 13, 2023

Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the conglomerate that Warren Buffett has run for nearly 60 years, owned a lot of different stocks over the years. Buffett first bought a stake in the iPhone maker in the first quarter of 2016. Some didn't work out, but some of them turned out to be huge wins. Even Buffett agrees.

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Conglomerates Stakes Shareholders Capital 245

The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

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Investors Portfolios Stakes Conglomerates 246

The Motley Fool

SEPTEMBER 15, 2024

He acquired his first stake in it in the 1960s amid a bit of a crisis for the company at the time. Today, Berkshire's stake in AmEx is worth more than $36.8 But in 2011, Buffett tried again. Berkshire also received warrants, allowing the conglomerate to purchase 700 million shares at a strike price of $7.14

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Banks Stakes Conglomerates Capital 130

The Motley Fool

DECEMBER 3, 2023

Berkshire ultimately bought $5 billion worth of Bank of America's preferred stock in 2011 and secured the opportunity to purchase 700 million additional shares of common stock through exercisable warrants at a price of $7.14 of Berkshire Hathaway's portfolio, BofA stands as the investment conglomerate's second-largest stock holding.

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Portfolios Banks Conglomerates Investing 246

The Motley Fool

SEPTEMBER 16, 2024

That's the position Bank of America (NYSE: BAC) has found itself in after the conglomerate unloaded more than $7.2 We also know that in 2011 Berkshire got warrants equivalent to 700 million common shares at a strike price of $7.14. But it can also attract some unwanted attention if Buffett and Berkshire start to sell a stock.

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Banks Hedge Funds Conglomerates Liabilities 130

The Motley Fool

AUGUST 9, 2024

Warren Buffett's Berkshire Hathaway is known for having huge stakes in companies like Apple , Coca-Cola , and Bank of America. But the conglomerate also has much smaller positions. In 2011, the Durbin Amendment, which was passed as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act, went into effect.

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Conglomerates Financial Institutions Banks Stakes 100

Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. When you do this, you are buying a stake in 3500 companies at once(!) , which is both impressive and overwhelming. How do you even know what you are holding?

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The Motley Fool

OCTOBER 17, 2024

In 2020, Berkshire Hathaway held stakes in U.S. He exited the JP Morgan position that year, closed out the Wells Fargo stake in 2022, and sold his last share of U.S. It's extremely solid, and management has done an admirable job of turning it around since Buffett made his initial $5 billion investment in 2011.

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Banks Taxes Stakes Conglomerates 246

The Motley Fool

NOVEMBER 9, 2024

Sirius XM Holdings (33% stake) Berkshire owns 33% of the digital audio company Sirius XM Holdings (NASDAQ: SIRI) , and it's the 15th largest position in the conglomerate's equities portfolio. He seems to have a much higher conviction in the name after increasing his stake in the company by close to 940% in October alone.

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Exchange-Traded Funds Stakes Conglomerates Legal 130

Pension Pulse

MAY 22, 2024

billion in NetCo, Italy's largest fixed telecoms network; and the sale of its stake in the Hohe See and Albatros wind farms off the shores of Germany for $374 million in proceeds. Invested C$534 million in KPN, bringing our ownership stake to 2.9%. Japan, increasing our ownership stake to 3%. stake in Pushpay Holdings Ltd.,

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Investing Pension Funds Stakes Assets 59

The Motley Fool

JULY 23, 2024

Buffett's stock moves are usually disclosed in his conglomerate Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) Still, this is the first sale of the stock by Buffett since 2019, when he trimmed the stake for regulatory reasons, before Berkshire received permission to own more than 10% of the stock.

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Banks Taxes Conglomerates Portfolios 246