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Berman Capital Advisors’s Alamo Group ALG Stock Holding History

Berman Capital Advisors’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$4K Buy
33
+8
+32% +$1.18K ﹤0.01% 1462
2021
Q2 		$3K Hold
25
– – ﹤0.01% 1449
2021
Q1 		$3K Buy
25
+14
+127% +$2.13K ﹤0.01% 1385
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1487
2020
Q3 		$1K Buy
+11
New +$1.17K ﹤0.01% 1393

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Berman Capital Advisors increased its Alamo Group (ALG) stake by 32% in Q3 2021, buying an estimated $1.18K and bringing the position to 33 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Berman Capital Advisors first reported a position in ALG in Q3 2020 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold ALG as of Q3 2021.

  • Berman Capital Advisors held 33 shares of Alamo Group worth $4K as of Q3 2021.
  • Berman Capital Advisors bought 8 Alamo Group shares in Q3 2021, an estimated $1.18K.
  • Alamo Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1462 holding.
  • Berman Capital Advisors first reported a position in Alamo Group in Q3 2020 and has held it in 5 quarters since.
  • 166 funds tracked by Wall St. Rank held Alamo Group as of Q3 2021.

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