Sale Of Long Term Investments (Historical)
Returns the cash proceeds from selling long-term investments for a company. This includes sales of equity stakes, long-term bonds, and other non-current investment securities.
Understanding the Metric
Long-term investments include:
- Equity stakes in other companies
- Long-term bonds and debt securities
- Joint venture interests
- Strategic investments held > 1 year
Positive values indicate cash received from investment sales. This is a common source of investing cash flow for companies managing investment portfolios.
Parameters
| Parameter | Description |
|---|---|
| Symbol | Stock ticker (e.g., AAPL, MSFT) |
| Year | Fiscal year or period code (lq, ly, lq-1, ly-1, lt, lt-1) |
| Quarter | Optional: 1, 2, 3, or 4 (default: 1) |
| TTM | Optional: "TTM" for trailing twelve months |
Period Codes
| Code | Meaning |
|---|---|
| lq | Last reported quarter |
| lq-1 | Quarter before last |
| ly | Last fiscal year |
| ly-1 | Year before last |
| lt | Last trailing twelve months |
| lt-1 | Prior trailing twelve months |
Syntax
=hf_Sale_of_long_term_investments(Symbol, Year, [Quarter], [TTM])Parameters
Stock ticker symbol
Fiscal year (e.g., 2023) or period code (lq, lq-1, ly, ly-1, lt, lt-1)
Calendar quarter (1-4)
Set to 'TTM' for trailing twelve months
Returns
Proceeds from sale of long-term investments (in currency units)
Examples
=hf_Sale_of_long_term_investments("BRK-B", 2023, 4)=hf_Sale_of_long_term_investments("AAPL", "ly")=hf_Sale_of_long_term_investments("GOOGL", 2023, , "TTM")=hf_Sale_of_long_term_investments(A1, B1, C1)=hf_Sale_of_long_term_investments("MSFT", "lq")When to Use
- Analyzing investment portfolio management
- Understanding investing cash flow components
- Evaluating strategic divestiture activities
- Calculating net investment activity
- Assessing capital allocation decisions
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need short-term investment sales | hf_Sale_of_short_term_investments() |
| Need long-term investment purchases | hf_Purchase_of_long_term_investments() |
| Need PP&E sales | hf_Sale_of_property_plant_equipment() |
| Need investment balance | Check balance sheet investment functions |
Common Issues & FAQ
What qualifies as a long-term investment?
Typically investments held for more than one year, including equity stakes, long-term bonds, and strategic investments not intended for near-term sale.
Does this include gains on investment sales?
This shows cash proceeds. Investment gains/losses are reported separately on the income statement.
Why is this significant for companies like Berkshire Hathaway?
Investment holding companies actively manage portfolios, so investment sales are a core part of their investing activities and cash flow generation.
Related Formulas
More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:
- Sales Indicator (Historical)
- Sales Per Dollar Inventory (Historical)
- Sales Per Dollar Receivables (Historical)
- Sales Per Employee (Historical)
- Sales Per Share (Historical)
- Selling, General & Administrative Expense (Historical)
- SG&A Expense As Percentage Of Revenue (Historical)
- Share Based Compensation (Historical)
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