原文标题：Warren Buffett reveals new stakes in Verizon, Chevron
原文连结：https://yhoo.it/2ZlvAx9
发布时间：Wed, February 17, 2021, 5:28 AM
原文内容：
Warren Buffett’s Berkshire Hathaway (BRK-A, BRK-B) disclosed a new stake in
Verizon Communications (VZ) during the fourth quarter, according to a 13-F
securities filing.
Berkshire Hathaway now holds 147.6 million shares of Verizon, a stake valued
at around $8.6 billion at the end of 2020, making it the 6th largest position
in the famed stock picker's portfolio.
Verizon is the parent company of Yahoo Finance. Shares of Verizon were last
trading 2.95% higher in the after-hours session near $55.75.
Berkshire Hathaway also disclosed new stakes in Chevron (CVX) and E.W.
Scripps & Co. (SSP). Berkshire snapped up 48.4 million shares of Chevron and
23.07 million shares of E.W. Scripps in the quarter, the filing shows.
The filing also shows that Berkshire boosted its stakes in pharmaceutical
companies including AbbVie (ABBV), Bristol Myers Squibb (BMY), and Merck
(MRK), positions first disclosed in the third quarter of 2020. Berkshire sold
all of its Pfizer (PFE) shares.
Elsewhere, Berkshire Hathaway exited its positions in JPMorgan Chase (JPM)
and PNC Financial. Berkshire also cut its Wells Fargo (WFC) stake by about
58%, selling 74.95 million shares. Berkshire trimmed its position in US
Bancorp too.
Berkshire also trimmed its stake in Apple (AAPL) by about 6%, selling 57.16
million shares, the filing shows. Apple is still Berkshire Hathaway’s
largest stock holding.
Berkshire sold all of its shares in Barrick Gold (GOLD), a position first
disclosed in the second quarter of 2020.
In the third quarter's 13-F filing, Berkshire noted that "confidential
information" had been omitted from its public filing and filed separately
with the SEC. That language was no longer in the most recent filing.
心得/评论:
老巴 Q4:
新仓: VZ、CVX、SSP
加仓: ABBV、BMY、MRK
减仓: WFC、AAPL
清仓: PFE、JPM、GOLD
比较值得注意的是老巴清仓 GOLD
没记错应该去年Q1还Q2才开仓的
看来老巴也认为黄金已死，有事烧纸