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Lingering mysteries from Berkshire's portfolio update
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- The large reduction in the number of stocks in Berkshire Hathaway's equity portfolio that was revealed in last Friday's first quarter 13F SEC filing was perhaps bigger than expected but it wasn't a total surprise.
- The Wall Street Journal had reported new CEO Greg Abel would be selling many or all of the stocks formerly managed by Todd Combs, who left for a job at JPMorgan late last year.
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The large reduction in the number of stocks in Berkshire Hathaway's equity portfolio that was revealed in last Friday's first quarter 13F SEC filing was perhaps bigger than expected but it wasn't a total surprise.
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