Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New AON position, Exited SYF SU
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: AON (~4.1 mln shares)
- Increased positions in: KR (to ~51.06 mln shares from ~33.53 mln shares), VZ (to ~158.82 mln from ~146.72 mln), MMC (to ~5.29 mln from ~4.27 mln)
- Maintained positions in: BAC (~1010.1 mln shares), AAPL (~887.14 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares), AXP (~151.61 mln shares), USB (~129.69 mln shares), BK (~72.36 mln shares), DVA (~36.1 mln shares), MCO (~24.67 mln shares),
- Closed positions in: SYF (from ~20.13 mln shares), SU (from ~13.85 mln)
- Decreased positions in: WFC (to ~0.68 mln shares from ~52.42 mln shares), CVX (to ~23.67 mln from ~48.5 mln), LBTYA (to ~3.36 mln from ~18.01 mln), MRK (to ~17.88 mln from ~28.7 mln), AXTA (to ~13.89 mln from ~23.42 mln), SIRI (to ~43.66 mln from ~50 mln), GM (to ~67 mln from ~72.5 mln), STNE (to ~10.7 mln from ~14.17 mln), ABBV (to ~22.87 mln from ~25.53 mln), BMY (to ~31.03 mln from ~33.34 mln)