Berman Capital Advisors’s AXIS Capital AXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	1805
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	1690
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	1598
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1494
2020 Q3	$0	Hold	22	–	–	﹤0.01%	1592
2020 Q2	$0	Buy	22 +8	+57%	+$308	﹤0.01%	1605
2020 Q1	$0	Sell	14 -192	-93%	-$10.7K	﹤0.01%	1462
2019 Q4	$12K	Buy	206 +1	+0.5%	+$60	﹤0.01%	665
2019 Q3	$13K	Buy	205 +1	+0.5%	+$63	﹤0.01%	634
2019 Q2	$12K	Hold	204	–	–	﹤0.01%	661
2019 Q1	$11K	Buy	204 +38	+23%	+$2.11K	﹤0.01%	620
2018 Q4	$8K	Buy	+166	New	+$9.07K	﹤0.01%	548

Other funds holding AXS

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

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

Berman Capital Advisors held its AXIS Capital (AXS) position steady in Q3 2021 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Berman Capital Advisors first reported a position in AXS in Q4 2018 and has held it in 12 quarters since. The position peaked at $13K in Q3 2019. 237 funds tracked by Wall St. Rank hold AXS as of Q3 2021.

Berman Capital Advisors held 22 shares of AXIS Capital worth $1K as of Q3 2021.
Berman Capital Advisors left its AXIS Capital share count unchanged in Q3 2021.
AXIS Capital made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1805 holding.
Berman Capital Advisors first reported a position in AXIS Capital in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's AXIS Capital position peaked at $13K in Q3 2019.
237 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2021.

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