Berkshire Hathaway Equity Portfolio Posts Solid Q4 Results (Guru Focus)

By Ravi Nagarajan. Berkshire Hathaway’s equity portfolio posted strong results in the fourth quarter with an estimated return of 7.6% compared to a 5.5% return for the Standard & Poor’s 500 index. During the quarter, Berkshire reduced its stake in Moody’s by 18.9% and also liquidated investments in Norfolk Southern and Union Pacific to pre-empt any competitive concerns related to the upcoming …

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