Berman Capital Advisors’s Avery Dennison AVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$14K	Buy	71 +5	+8%	+$1.07K	﹤0.01%	1081
2021 Q2	$13K	Buy	66 +34	+106%	+$7.14K	﹤0.01%	1045
2021 Q1	$5K	Sell	32 -3	-9%	-$512	﹤0.01%	1255
2020 Q4	$4K	Buy	35 +13	+59%	+$1.88K	﹤0.01%	1201
2020 Q3	$2K	Hold	22	–	–	﹤0.01%	1256
2020 Q2	$2K	Buy	22 +7	+47%	+$769	﹤0.01%	1234
2020 Q1	$1K	Buy	15 +6	+67%	+$736	﹤0.01%	1245
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	1295
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	1283
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	1299
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	1177
2018 Q4	$0	Buy	+9	New	+$847	﹤0.01%	1132

Other funds holding AVY

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Berman Capital Advisors increased its Avery Dennison (AVY) stake by 7.6% in Q3 2021, buying an estimated $1.07K and bringing the position to 71 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Berman Capital Advisors first reported a position in AVY in Q4 2018 and has held it in 12 quarters since. 681 funds tracked by Wall St. Rank hold AVY as of Q3 2021.

Berman Capital Advisors held 71 shares of Avery Dennison worth $14K as of Q3 2021.
Berman Capital Advisors bought 5 Avery Dennison shares in Q3 2021, an estimated $1.07K.
Avery Dennison made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1081 holding.
Berman Capital Advisors first reported a position in Avery Dennison in Q4 2018 and has held it in 12 quarters since.
681 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2021.

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