巴菲特重启苹果抛售,伯克希尔Q2继续减持美银,新进联合健康和纽柯钢铁

华尔街见闻
Aug 15

伯克希尔时隔半年再次减持苹果,二季度减持2000万股、持仓市值减少41亿美元,苹果仍为头号重仓股;二季度减持美银逾2600万股、一年来持股降超40%;当季清仓T-Mobile,新进联合健康逾500万股、季末市值近16亿美元,股价盘后一度涨超9%;新进纽柯钢铁和地产股Lennar分别市值超8亿和近8亿美元,被视为部分一季度报告中保密的“神秘”持仓;十大重仓股中二季度仅增持雪佛龙、买入超340万股。...

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