Report
Greggory Warren
EUR 100.00 For Business Accounts Only

Berkshire Opens Stakes in Red Hat, Suncor, and StoneCo, Adds Meaningfully to JPMorgan, Dumps Oracle

There were a few surprises in wide-moat Berkshire Hathaway's fourth-quarter 13-F filing. While we expected to see some buying activity given the sell-off in the equity markets during the period, we were surprised by the scale and the scope of the purchases. Berkshire's biggest buy involved JPMorgan Chase, with the insurer spending an estimated $1.5 billion to increase its stake in the bank by 40%. The firm also increased its stake in PNC Financial by 36%, acquiring another 2.2 million shares of ...
Underlying
Berkshire Hathaway Inc. Cl A

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Greggory Warren

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