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Berger Financial Group’s Douglas Elliman DOUG Stock Holding History

Berger Financial Group’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,991
Closed -$90K – 257
2022
Q1 		$90K Sell
12,991
-3,542
-21% -$26.9K 0.01% 268
2021
Q4 		$181K Buy
+16,533
New +$186K 0.02% 254

Other funds holding DOUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Berger Financial Group's DOUG Position: Q2 2022 in Review

Berger Financial Group sold out of Douglas Elliman (DOUG) in Q2 2022, closing a stake of 12,991 shares — an estimated $90K sold.

Berger Financial Group first reported a position in DOUG in Q4 2021 and held it in 2 quarters. The position peaked at $181K in Q4 2021. 166 funds tracked by Wall St. Rank hold DOUG as of Q2 2022.

  • Berger Financial Group reported no remaining Douglas Elliman position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 12,991 Douglas Elliman shares in Q2 2022, an estimated $90K.
  • Berger Financial Group first reported a position in Douglas Elliman in Q4 2021 and held it in 2 quarters.
  • Berger Financial Group's Douglas Elliman position peaked at $181K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.