Skip to Content
Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Feb. 17.

Mentioned: , , , , , , , , ,

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

42 million
 Berkshire Hathaway (BRK.A) (BRK.B) nearly quadrupled its stake in  Apple (AAPL), picking up an additional 42 million shares for $4.8 billion. Among other purchases, the company also added to its airline holdings, picking up an additional 54 million shares of  Delta Air Lines (DAL), 24 million shares of  United Continental Holdings (UAL), 24 million shares of  American Airlines Group (AAL), and a 43 million share stake in  Southwest Airlines (LUV) during the fourth quarter of 2016. This represents some rather large bets on two industries (tech and airlines) that CEO Warren Buffett has eschewed for a long time. Senior equity analyst Gregg Warren gives his take on what has changed does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.