Berman Capital Advisors’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$25K	Buy	374 +26	+7%	+$1.73K	﹤0.01%	916
2021 Q2	$23K	Buy	348 +41	+13%	+$2.47K	﹤0.01%	864
2021 Q1	$15K	Hold	307	–	–	﹤0.01%	912
2020 Q4	$13K	Hold	307	–	–	﹤0.01%	839
2020 Q3	$10K	Hold	307	–	–	﹤0.01%	816
2020 Q2	$9K	Sell	307 -43	-12%	-$1.2K	﹤0.01%	825
2020 Q1	$8K	Buy	350 +260	+289%	+$10.3K	﹤0.01%	752
2019 Q4	$4K	Hold	90	–	–	﹤0.01%	1065
2019 Q3	$3K	Sell	90 -11	-11%	-$451	﹤0.01%	1127
2019 Q2	$4K	Buy	101 +30	+42%	+$1.3K	﹤0.01%	1052
2019 Q1	$2K	Buy	71 +51	+255%	+$2.18K	﹤0.01%	1155
2018 Q4	$0	Buy	+20	New	+$900	﹤0.01%	1300

Other funds holding ATH

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Berman Capital Advisors increased its Athene Holding Ltd. Class A Common Shares (ATH) stake by 7.5% in Q3 2021, buying an estimated $1.73K and bringing the position to 374 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Berman Capital Advisors first reported a position in ATH in Q4 2018 and has held it in 12 quarters since. 334 funds tracked by Wall St. Rank hold ATH as of Q3 2021.

Berman Capital Advisors held 374 shares of Athene Holding Ltd. Class A Common Shares worth $25K as of Q3 2021.
Berman Capital Advisors bought 26 Athene Holding Ltd. Class A Common Shares shares in Q3 2021, an estimated $1.73K.
Athene Holding Ltd. Class A Common Shares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #916 holding.
Berman Capital Advisors first reported a position in Athene Holding Ltd. Class A Common Shares in Q4 2018 and has held it in 12 quarters since.
334 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q3 2021.

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