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Berman Capital Advisors’s Allstate ALL Stock Holding History

Berman Capital Advisors’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$207K Buy
1,633
+290
+22% +$38.3K 0.03% 256
2021
Q2 		$174K Buy
1,343
+297
+28% +$38.4K 0.03% 261
2021
Q1 		$119K Buy
1,046
+640
+158% +$70.5K 0.02% 270
2020
Q4 		$44K Sell
406
-30
-7% -$2.95K 0.01% 433
2020
Q3 		$41K Sell
436
-22
-5% -$2.05K 0.01% 394
2020
Q2 		$44K Buy
458
+35
+8% +$3.44K 0.01% 350
2020
Q1 		$38K Buy
423
+224
+113% +$24.4K 0.01% 341
2019
Q4 		$22K Hold
199
– – 0.01% 497
2019
Q3 		$21K Buy
199
+20
+11% +$2.09K 0.01% 487
2019
Q2 		$18K Buy
179
+52
+41% +$5.08K 0.01% 533
2019
Q1 		$11K Buy
127
+62
+95% +$5.61K ﹤0.01% 618
2018
Q4 		$4K Buy
+65
New +$5.84K ﹤0.01% 721

Other funds holding ALL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berman Capital Advisors increased its Allstate (ALL) stake by 22% in Q3 2021, buying an estimated $38.3K and bringing the position to 1,633 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #256.

Berman Capital Advisors first reported a position in ALL in Q4 2018 and has held it in 12 quarters since. 1,192 funds tracked by Wall St. Rank hold ALL as of Q3 2021.

  • Berman Capital Advisors held 1,633 shares of Allstate worth $207K as of Q3 2021.
  • Berman Capital Advisors bought 290 Allstate shares in Q3 2021, an estimated $38.3K.
  • Allstate made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #256 holding.
  • Berman Capital Advisors first reported a position in Allstate in Q4 2018 and has held it in 12 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Allstate as of Q3 2021.

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