Warren Buffett Just Made a Surprise Move. Here's What It Could Mean For the Markets
Warren Buffett watchers eagerly anticipate the Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) quarterly 13F filing, detailing which stocks the holding company bought and sold during the quarter. Buffett rarely talks about the company's specific holdings or what goes into management's investing decisions, although he freely gives over lots of general investing advice. It's up to the Buffett watchers to track Buffett and his investing managers' moves and glean whatever they can.There have been some telling signs in Berkshire Hathaway's trades over the past two years, and the recent 13F confirms some ideas about what Buffett might be thinking today.Berkshire Hathaway made several moves in the 2024 fourth quarter. Most of them were sales, although there were some additions and a new position in Constellation Brands. It completely sold out of its position in Ulta Beauty, and the big surprise was that it also sold off its two exchange-traded funds (ETFs): the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 Trust (NYSEMKT: SPY).Continue reading
Warren Buffett watchers eagerly anticipate the Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) quarterly 13F filing, detailing which stocks the holding company bought and sold during the quarter. Buffett rarely talks about the company's specific holdings or what goes into management's investing decisions, although he freely gives over lots of general investing advice. It's up to the Buffett watchers to track Buffett and his investing managers' moves and glean whatever they can.
There have been some telling signs in Berkshire Hathaway's trades over the past two years, and the recent 13F confirms some ideas about what Buffett might be thinking today.
Berkshire Hathaway made several moves in the 2024 fourth quarter. Most of them were sales, although there were some additions and a new position in Constellation Brands. It completely sold out of its position in Ulta Beauty, and the big surprise was that it also sold off its two exchange-traded funds (ETFs): the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the SPDR S&P 500 Trust (NYSEMKT: SPY).
