BWM
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BerganKDV Wealth Management’s G-III Apparel Group GIII Stock Holding History

BerganKDV Wealth Management’s Portfolio GIII Stock Details GIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,400
Closed -$19K – 943
2020
Q2 		$19K Hold
1,400
– – ﹤0.01% 461
2020
Q1 		$11K Hold
1,400
– – ﹤0.01% 478
2019
Q4 		$47K Hold
1,400
– – 0.01% 355
2019
Q3 		$36K Hold
1,400
– – 0.01% 362
2019
Q2 		$41K Hold
1,400
– – 0.01% 349
2019
Q1 		$56K Hold
1,400
– – 0.01% 329
2018
Q4 		$39K Hold
1,400
– – 0.01% 328
2018
Q3 		$67K Hold
1,400
– – 0.01% 291
2018
Q2 		$62K Buy
+1,400
New +$56.9K 0.01% 293

Other funds holding GIII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return