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AG
Alfred Gray
@alfredgray · Nov 15

Berkshire Hataway - Selling positions in 3Q

Berkshire Hathaway disclosed changes to its portfolio yesterday as part of its 13F quarterly report. It completely sold off several of its positions in 3Q, such as General Motors, Procter & Gamble and Activision Blizzard. It also reduced its position in Chevron and Hewlett-Packard, for example.

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BC

It's interesting and I wouldn't expect them to sell shares in the companies mentioned. However, from what I understand, Berkshire has a lot of cash right now.

AG

They have incredible liquidity at the moment, they know what they're doing very well.

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