Berkshire Bank Portfolio Holdings

Berkshire Bank

  • $425 Million
  • Q3 2024

Berkshire Bank has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $425 Million distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $52.3M, Jp Morgan ETF Tr Ultra Short I with a value of $26.8M, Ishares Tr with a value of $26.3M, Ishares Barclays 3 7 Yr Treas with a value of $20.6M, and Apple Inc. with a value of $20.3M.

Examining the 13F form we can see an increase of $27M in the current position value, from $398M to 425M.

Below you can find more details about Berkshire Bank portfolio as well as his latest detailed transactions.

Portfolio value $425 Million
ETFs: $170 Million
Technology: $73 Million
Financial Services: $36.3 Million
Healthcare: $31.2 Million
Industrials: $24.4 Million
Consumer Cyclical: $24.2 Million
Communication Services: $22.7 Million
Consumer Defensive: $20.8 Million
Other: $21.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4B
$556,000 0.13% of portfolio
3,300
Q3 2024 Added 900.0%

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $425 Million
  • Prior Value $398 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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