Berman Capital Advisors’s American International AIG Stock Holding History

Berman Capital Advisors’s Portfolio AIG Stock Details AIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$162K	Buy	2,963 +1,850	+166%	+$95.3K	0.03%	313
2021 Q2	$52K	Buy	1,113 +83	+8%	+$4.1K	0.01%	554
2021 Q1	$46K	Buy	1,030 +730	+243%	+$31.5K	0.01%	506
2020 Q4	$11K	Buy	300 +65	+28%	+$2.29K	﹤0.01%	869
2020 Q3	$5K	Sell	235 -29	-11%	-$864	﹤0.01%	1015
2020 Q2	$7K	Sell	264 -676	-72%	-$19K	﹤0.01%	864
2020 Q1	$22K	Sell	940 -2,604	-73%	-$112K	0.01%	466
2019 Q4	$181K	Buy	3,544 +55	+2%	+$2.91K	0.05%	146
2019 Q3	$193K	Buy	3,489 +32	+0.9%	+$1.77K	0.06%	133
2019 Q2	$183K	Buy	3,457 +126	+4%	+$6.28K	0.06%	138
2019 Q1	$142K	Buy	3,331 +327	+11%	+$14K	0.05%	154
2018 Q4	$117K	Buy	+3,004	New	+$131K	0.05%	157

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's AIG Position: Q3 2021 in Review

Berman Capital Advisors increased its American International (AIG) stake by 166% in Q3 2021, buying an estimated $95.3K and bringing the position to 2,963 shares worth $162K. The position accounts for 0.03% of the portfolio, ranked #313.

Berman Capital Advisors first reported a position in AIG in Q4 2018 and has held it in 12 quarters since. The position peaked at $193K in Q3 2019. 800 funds tracked by Wall St. Rank hold AIG as of Q3 2021.

Berman Capital Advisors held 2,963 shares of American International worth $162K as of Q3 2021.
Berman Capital Advisors bought 1,850 American International shares in Q3 2021, an estimated $95.3K.
American International made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #313 holding.
Berman Capital Advisors first reported a position in American International in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's American International position peaked at $193K in Q3 2019.
800 funds tracked by Wall St. Rank held American International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.