Still five positions in the Munger depot
A position almost doubled
Portfolio value of $258.652 million
Munger’s depot relatively static
The portfolio of Warren Buffett’s right-hand man, Berkshire Hathaway Vice President Charlie Munger, once again changed little compared to the previous quarter. Since the invested assets exceed a value of 100 million US dollars, the 98-year-old also has to submit the 13F form to the US Securities and Exchange Commission every three months and disclose his investments.
5th place: POSCO
POSCO has been in Charlie Munger’s depot since the fourth quarter of 2013. As in the previous quarter, Munger held 9,745 shares in the steel group in the fourth quarter. As of the reporting date, these were valued at $568,000. Compared to Q3, however, the value of the investment has decreased by more than 15 percent.
4th place: US Bancorp
US Bancorp’s holdings make up 3.04 percent of Munger’s portfolio. Here, too, the stock market expert left the participation unchanged. The 140,000 shares were valued at approximately $7.864 million as of the reporting date, down 5.5 percent from three months earlier.
3rd place: Alibaba
Amazon’s competitor Alibaba is in third place. Here, Munger also made another significant increase in the fourth quarter of 2021: the 98-year-old added 300,000 Alibaba shares to his portfolio. Munger now holds 602,060 shares worth approximately $71.519 million.
2nd place: Wells Fargo
A US financial company is also in second place: Wells Fargo. As in the third quarter, Munger holds 1,591,800 Wells Fargo shares valued at approximately $76.374 million (+3.38 gains compared to the previous quarter).
1st place: Bank of America
In the third quarter, Charlie Munger remains true to his top investment. The Berkshire vice president has held shares in Bank of America since the fourth quarter of 2013. The number of shares remained unchanged: 2,300,000 BofA shares are in the portfolio. However, with a value of 102.327 million US dollars (as of December 31, 2021), the investment can boast an increase in value of 4.8 percent.
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