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伯克希尔二季度清仓渤健等股票 减持通用汽车 苹果仍为头号重仓股

Berkshire cleared stocks such as Bojian in the second quarter, reduced its holdings of GM, and Apple was still the most heavily stocked stock

新浪財經 ·  Aug 17, 2021 04:09

According to Buffett's Berkshire Hathaway's 13F position report submitted to the Securities and Exchange Commission (SEC) on Monday, the company cleared its positions in the pharmaceutical companies Biogen, Axalta Coating Systems and Liberty Global plc.An in the second quarter, reducing its holdings.General Motors CoEtc., increased the holding of supermarket chain Kroger (Kroger) and other stocks, and maintainedAppleThe company's position remains unchanged and remains the number one heavy stock.

According to the 13F report, Berkshire's total market capitalization in the second quarter was about $293.023 billion, with the top ten positions accounting for 87.51 per cent. The company left Apple Inc's position unchanged in the second quarter, with a total market capitalization of $121 billion, accounting for 41.45 per cent of the position.

As of June 30, 2021, Berkshire reduced its holdings of General Motors Co (from 67 million shares to 60 million shares) and Bristol-MyersBristol-Myers Squibb CoAbbvie, Liberty Global plc. Class C shares,Chevron CorpEight stocks, including Kroger (from 51.1 million shares to 61.8 million shares), RH,Aon insuranceWait for the stock.

About 70% of Berkshire's stock portfolio is concentrated in four companies-Apple Inc,Coca-Cola, American Express Co andBank of America Corporation. The company's heavy stocks include Apple Inc, Bank of America Corporation (holding 1.01 billion shares with a market capitalization of US $41.6 billion), American Express Co (maintaining 151.6 million shares), Coca-Cola Company (maintaining 400 million shares) and Kraft Heinz (maintaining 325.6 million shares).

Berkshire's top 10 stocks remained relatively unchanged last quarter:

In terms of stock portfolio adjustment, Berkshire was relatively calm in the second quarter. The company did not build any new positions in the quarter to the end of June.

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